SFG
SYY icon

Sowa Financial Group’s Sysco SYY Stock Holding History

Sowa Financial 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
2021
Q1 		– Sell
-258
Closed -$19K – 205
2020
Q4 		$19K Hold
258
– – 0.01% 193
2020
Q3 		$16K Hold
258
– – 0.01% 196
2020
Q2 		$14K Hold
258
– – 0.01% 202
2020
Q1 		$12K Hold
258
– – 0.01% 196
2019
Q4 		$22K Buy
+258
New +$20.9K 0.02% 165

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sowa Financial Group's SYY Position: Q1 2021 in Review

Sowa Financial Group sold out of Sysco (SYY) in Q1 2021, closing a stake of 258 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in SYY in Q4 2019 and held it in 5 quarters. The position peaked at $22K in Q4 2019. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Sowa Financial Group reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 258 Sysco shares in Q1 2021, an estimated $19K.
  • Sowa Financial Group first reported a position in Sysco in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Sysco position peaked at $22K in Q4 2019.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.