SkyOak Wealth’s Sysco SYY Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-2,544	Closed	-$218K	–	287
2019 Q4	$218K	Buy	+2,544	New	+$206K	0.07%	273

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SkyOak Wealth's SYY Position: Q1 2020 in Review

SkyOak Wealth sold out of Sysco (SYY) in Q1 2020, closing a stake of 2,544 shares — an estimated $218K sold.

SkyOak Wealth first reported a position in SYY in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

SkyOak Wealth reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 2,544 Sysco shares in Q1 2020, an estimated $218K.
SkyOak Wealth first reported a position in Sysco in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Sysco position peaked at $218K in Q4 2019.
1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.