SWMG
SYY icon

Signature Wealth Management Group’s Sysco SYY Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-288
Closed -$20K – 267
2018
Q3 		$20K Hold
288
– – 0.01% 147
2018
Q2 		$20K Hold
288
– – 0.01% 146
2018
Q1 		$17K Hold
288
– – 0.01% 152
2017
Q4 		$17K Buy
+288
New +$16.3K 0.01% 155

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Signature Wealth Management Group's SYY Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Sysco (SYY) in Q4 2018, closing a stake of 288 shares — an estimated $20K sold.

Signature Wealth Management Group first reported a position in SYY in Q4 2017 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 288 Sysco shares in Q4 2018, an estimated $20K.
  • Signature Wealth Management Group first reported a position in Sysco in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Sysco position peaked at $20K in Q3 2018.
  • 1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.