RIA
SYY icon

RPG Investment Advisory’s Sysco SYY Stock Holding History

RPG Investment 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
2018
Q3 		– Sell
-300
Closed -$20K – 316
2018
Q2 		$20K Sell
300
-200
-40% -$12.8K ﹤0.01% 175
2018
Q1 		$30K Sell
500
-200
-29% -$12.1K 0.01% 188
2017
Q4 		$43K Sell
700
-1,200
-63% -$68K 0.01% 157
2017
Q3 		$103K Hold
1,900
– – 0.03% 120
2017
Q2 		$96K Buy
+1,900
New +$101K 0.03% 123

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

RPG Investment Advisory's SYY Position: Q3 2018 in Review

RPG Investment Advisory sold out of Sysco (SYY) in Q3 2018, closing a stake of 300 shares — an estimated $20K sold.

RPG Investment Advisory first reported a position in SYY in Q2 2017 and held it in 5 quarters. The position peaked at $103K in Q3 2017. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • RPG Investment Advisory reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 300 Sysco shares in Q3 2018, an estimated $20K.
  • RPG Investment Advisory first reported a position in Sysco in Q2 2017 and held it in 5 quarters.
  • RPG Investment Advisory's Sysco position peaked at $103K in Q3 2017.
  • 1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on RPG Investment Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.