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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
2019
Q4 		– Sell
-8,000
Closed -$635K – 123
2019
Q3 		$635K Buy
+8,000
New +$587K 0.53% 59

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
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.