SIAS
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Shine Investment Advisory Services’s Sysco SYY Stock Holding History

Shine Investment Advisory Services’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 		$54K Sell
868
-6
-0.7% -$349 0.02% 284
2020
Q2 		$48K Buy
874
+688
+370% +$36.2K 0.02% 297
2020
Q1 		$8K Hold
186
– – ﹤0.01% 551
2019
Q4 		$16K Buy
186
+126
+210% +$10.2K 0.01% 508
2019
Q3 		$5K Buy
+60
New +$4.4K ﹤0.01% 660

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

Shine Investment Advisory Services's SYY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Sysco (SYY) stake by 0.69% in Q3 2020, selling an estimated $349 and leaving 868 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #284.

Shine Investment Advisory Services first reported a position in SYY in Q3 2019 and has held it in 5 quarters since. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Shine Investment Advisory Services held 868 shares of Sysco worth $54K as of Q3 2020.
  • Shine Investment Advisory Services sold 6 Sysco shares in Q3 2020, an estimated $349.
  • Sysco made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #284 holding.
  • Shine Investment Advisory Services first reported a position in Sysco in Q3 2019 and has held it in 5 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.