Sharkey, Howes & Javer’s Sysco SYY Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-500	Closed	-$35K	–	156
2019 Q2	$35K	Hold	500	–	–	0.02%	120
2019 Q1	$33K	Hold	500	–	–	0.02%	122
2018 Q4	$31K	Hold	500	–	–	0.02%	119
2018 Q3	$37K	Hold	500	–	–	0.02%	120
2018 Q2	$34K	Hold	500	–	–	0.02%	117
2018 Q1	$29K	Hold	500	–	–	0.02%	113
2017 Q4	$30K	Hold	500	–	–	0.02%	111
2017 Q3	$27K	Sell	500 -250	-33%	-$13K	0.01%	114
2017 Q2	$38K	Hold	750	–	–	0.02%	95
2017 Q1	$39K	Hold	750	–	–	0.02%	108
2016 Q4	$42K	Hold	750	–	–	0.03%	102
2016 Q3	$37K	Hold	750	–	–	0.02%	110
2016 Q2	$38K	Hold	750	–	–	0.02%	108
2016 Q1	$35K	Hold	750	–	–	0.03%	112
2015 Q4	$31K	Hold	750	–	–	0.02%	140
2015 Q3	$30K	Hold	750	–	–	0.02%	142
2015 Q2	$27K	Hold	750	–	–	0.02%	125
2015 Q1	$28K	Buy	+750	New	+$29.6K	0.02%	140

Other funds holding SYY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return