RMR Wealth Builders’s Sysco SYY Stock Holding History

RMR Wealth Builders’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	-453	Closed	-$36K	–	642
2021 Q1	$36K	Hold	453	–	–	0.01%	419
2020 Q4	$34K	Buy	+453	New	+$31.1K	0.02%	298

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMR Wealth Builders's SYY Position: Q2 2021 in Review

RMR Wealth Builders sold out of Sysco (SYY) in Q2 2021, closing a stake of 453 shares — an estimated $36K sold.

RMR Wealth Builders first reported a position in SYY in Q4 2020 and held it in 2 quarters. The position peaked at $36K in Q1 2021. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

RMR Wealth Builders reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 453 Sysco shares in Q2 2021, an estimated $36K.
RMR Wealth Builders first reported a position in Sysco in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Sysco position peaked at $36K in Q1 2021.
1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.