SBIA
SYY icon

Sheaff Brock Investment Advisors’s Sysco SYY Stock Holding History

Sheaff Brock Investment Advisors’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
Q4 		– Sell
-84,190
Closed -$5.24M – 506
2020
Q3 		$5.24M Sell
84,190
-3,392
-4% -$197K 0.48% 37
2020
Q2 		$4.79M Sell
87,582
-13,490
-13% -$709K 0.47% 37
2020
Q1 		$4.61M Sell
101,072
-2,343
-2% -$162K 0.61% 26
2019
Q4 		$8.85M Sell
103,415
-525
-0.5% -$42.5K 0.86% 18
2019
Q3 		$8.25M Sell
103,940
-2,723
-3% -$200K 0.89% 18
2019
Q2 		$7.54M Sell
106,663
-1,892
-2% -$135K 0.81% 19
2019
Q1 		$7.25M Sell
108,555
-1,610
-1% -$105K 0.88% 19
2018
Q4 		$6.9M Sell
110,165
-67
-0.1% -$4.52K 1.09% 19
2018
Q3 		$8.07M Sell
110,232
-1,660
-1% -$120K 0.76% 19
2018
Q2 		$7.64M Buy
111,892
+280
+0.3% +$17.9K 0.75% 24
2018
Q1 		$6.69M Buy
111,612
+4,037
+4% +$244K 0.69% 27
2017
Q4 		$6.53M Buy
107,575
+1,239
+1% +$70.2K 0.85% 28
2017
Q3 		$5.74M Buy
106,336
+1,305
+1% +$67.9K 0.75% 33
2017
Q2 		$5.29M Buy
105,031
+91,189
+659% +$4.87M 0.7% 36
2017
Q1 		$719K Buy
13,842
+202
+1% +$10.7K 0.09% 212
2016
Q4 		$755K Buy
13,640
+1
+0% +$52 0.1% 219
2016
Q3 		$668K Sell
13,639
-999
-7% -$51.3K 0.09% 224
2016
Q2 		$743K Buy
14,638
+2
+0% +$97 0.09% 215
2016
Q1 		$684K Buy
14,636
+1
+0% +$43 0.08% 227
2015
Q4 		$600K Buy
+14,635
New +$600K 0.07% 280

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sheaff Brock Investment Advisors's SYY Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of Sysco (SYY) in Q4 2020, closing a stake of 84,190 shares — an estimated $5.24M sold.

Sheaff Brock Investment Advisors first reported a position in SYY in Q4 2015 and held it in 20 quarters. The position peaked at $8.85M in Q4 2019. 1,309 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Sheaff Brock Investment Advisors reported no remaining Sysco position as of Q4 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 84,190 Sysco shares in Q4 2020, an estimated $5.24M.
  • Sheaff Brock Investment Advisors first reported a position in Sysco in Q4 2015 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's Sysco position peaked at $8.85M in Q4 2019.
  • 1,309 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.