SIAG
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Safeguard Investment Advisory Group’s Sysco SYY Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-50
Closed -$3K – 636
2020
Q4 		$3K Buy
+50
New +$3.44K ﹤0.01% 603

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's SYY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Sysco (SYY) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in SYY in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,344 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 50 Sysco shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Sysco in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Sysco position peaked at $3K in Q4 2020.
  • 1,344 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.