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Sound View Wealth Advisors’s Sysco SYY Stock Holding History

Sound View Wealth 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
2019
Q1 		$436K Sell
6,529
-94
-1% -$6.12K 0.14% 151
2018
Q4 		$415K Buy
+6,623
New +$447K 0.15% 140

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sound View Wealth Advisors's SYY Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Sysco (SYY) stake by 1.4% in Q1 2019, selling an estimated $6.12K and leaving 6,529 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #151.

Sound View Wealth Advisors first reported a position in SYY in Q4 2018 and has held it in 2 quarters since. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

  • Sound View Wealth Advisors held 6,529 shares of Sysco worth $436K as of Q1 2019.
  • Sound View Wealth Advisors sold 94 Sysco shares in Q1 2019, an estimated $6.12K.
  • Sysco made up 0.14% of Sound View Wealth Advisors's portfolio in Q1 2019, its #151 holding.
  • Sound View Wealth Advisors first reported a position in Sysco in Q4 2018 and has held it in 2 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.