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Ritter Daniher Financial Advisory’s Sysco SYY Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26
Closed -$2K – 212
2021
Q1 		$2K Hold
26
– – ﹤0.01% 184
2020
Q4 		$2K Buy
+26
New +$1.79K ﹤0.01% 177

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritter Daniher Financial Advisory's SYY Position: Q2 2021 in Review

Ritter Daniher Financial Advisory sold out of Sysco (SYY) in Q2 2021, closing a stake of 26 shares — an estimated $2K sold.

Ritter Daniher Financial Advisory first reported a position in SYY in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

  • Ritter Daniher Financial Advisory reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 26 Sysco shares in Q2 2021, an estimated $2K.
  • Ritter Daniher Financial Advisory first reported a position in Sysco in Q4 2020 and held it in 2 quarters.
  • Ritter Daniher Financial Advisory's Sysco position peaked at $2K in Q1 2021.
  • 1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2021, filed 4 Aug 2021.