Rowland Carmichael Advisors’s Sysco SYY Stock Holding History

Rowland Carmichael Advisors’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
2020 Q3	–	Sell	-3,810	Closed	-$208K	–	369
2020 Q2	$208K	Buy	+3,810	New	+$200K	0.09%	255
2020 Q1	–	Sell	-3,850	Closed	-$329K	–	356
2019 Q4	$329K	Buy	3,850 +36	+0.9%	+$2.92K	0.11%	208
2019 Q3	$303K	Buy	3,814 +69	+2%	+$5.07K	0.1%	215
2019 Q2	$265K	Hold	3,745	–	–	0.09%	226
2019 Q1	$250K	Sell	3,745 -935	-20%	-$60.8K	0.09%	217
2018 Q4	$293K	Hold	4,680	–	–	0.13%	176
2018 Q3	$343K	Sell	4,680 -2,210	-32%	-$159K	0.13%	179
2018 Q2	$471K	Hold	6,890	–	–	0.2%	136
2018 Q1	$413K	Hold	6,890	–	–	0.23%	136
2017 Q4	$418K	Hold	6,890	–	–	0.22%	139
2017 Q3	$372K	Hold	6,890	–	–	0.21%	151
2017 Q2	$347K	Hold	6,890	–	–	0.2%	152
2017 Q1	$358K	Sell	6,890 -128	-2%	-$6.78K	0.22%	139
2016 Q4	$389K	Hold	7,018	–	–	0.23%	135
2016 Q3	$344K	Sell	7,018 -1,773	-20%	-$91.1K	0.22%	138
2016 Q2	$446K	Buy	+8,791	New	+$425K	0.28%	117

Other funds holding SYY

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rowland Carmichael Advisors's SYY Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of Sysco (SYY) in Q3 2020, closing a stake of 3,810 shares — an estimated $208K sold.

Rowland Carmichael Advisors first reported a position in SYY in Q2 2016 and held it in 16 quarters. The position peaked at $471K in Q2 2018. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

Rowland Carmichael Advisors reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 3,810 Sysco shares in Q3 2020, an estimated $208K.
Rowland Carmichael Advisors first reported a position in Sysco in Q2 2016 and held it in 16 quarters.
Rowland Carmichael Advisors's Sysco position peaked at $471K in Q2 2018.
1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.