Secrest Blakey & Associates’s Sysco SYY Stock Holding History

Secrest Blakey & Associates’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	$316K	Sell	5,078 -412	-8%	-$24K	0.72%	42
2020 Q2	$300K	Buy	5,490 +1	+0%	+$53	0.72%	45
2020 Q1	$250K	Buy	+5,489	New	+$380K	0.68%	47
2019 Q4	–	Sell	-8,487	Closed	-$674K	–	124
2019 Q3	$674K	Buy	8,487 +1	+0%	+$73	0.56%	53
2019 Q2	$600K	Hold	8,486	–	–	0.52%	58
2019 Q1	$567K	Buy	8,486 +1	+0%	+$65	0.55%	55
2018 Q4	$532K	Buy	8,485 +1	+0%	+$67	0.45%	64
2018 Q3	$621K	Buy	8,484 +3	+0%	+$216	0.48%	57
2018 Q2	$579K	Buy	8,481 +2	+0%	+$128	0.46%	64
2018 Q1	$508K	Sell	8,479 -4,026	-32%	-$244K	0.43%	65
2017 Q4	$759K	Buy	+12,505	New	+$709K	0.61%	44

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

Secrest Blakey & Associates's SYY Position: Q3 2020 in Review

Secrest Blakey & Associates reduced its Sysco (SYY) stake by 7.5% in Q3 2020, selling an estimated $24K and leaving 5,078 shares worth $316K. The position accounts for 0.72% of the portfolio, ranked #42.

Secrest Blakey & Associates first reported a position in SYY in Q4 2017 and has held it in 11 quarters since. The position peaked at $759K in Q4 2017. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

Secrest Blakey & Associates held 5,078 shares of Sysco worth $316K as of Q3 2020.
Secrest Blakey & Associates sold 412 Sysco shares in Q3 2020, an estimated $24K.
Sysco made up 0.72% of Secrest Blakey & Associates's portfolio in Q3 2020, its #42 holding.
Secrest Blakey & Associates first reported a position in Sysco in Q4 2017 and has held it in 11 quarters since.
Secrest Blakey & Associates's Sysco position peaked at $759K in Q4 2017.
1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.