SMG
SYY icon

Spectrum Management Group’s Sysco SYY Stock Holding History

Spectrum 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
2020
Q3 		– Sell
-470
Closed -$26K – 269
2020
Q2 		$26K Sell
470
-128
-21% -$6.73K 0.01% 168
2020
Q1 		$27K Sell
598
-26,022
-98% -$1.8M 0.01% 149
2019
Q4 		$2.28M Buy
26,620
+895
+3% +$72.5K 0.94% 33
2019
Q3 		$2.04M Buy
25,725
+345
+1% +$25.3K 0.7% 37
2019
Q2 		$1.79M Buy
25,380
+1,135
+5% +$80.8K 0.5% 38
2019
Q1 		$1.62M Buy
24,245
+930
+4% +$60.5K 0.48% 40
2018
Q4 		$1.46M Buy
23,315
+50
+0.2% +$3.37K 0.51% 37
2018
Q3 		$1.7M Buy
23,265
+895
+4% +$64.5K 0.54% 39
2018
Q2 		$1.53M Sell
22,370
-1,110
-5% -$70.9K 0.53% 39
2018
Q1 		$1.41M Buy
23,480
+1,305
+6% +$79K 0.51% 40
2017
Q4 		$1.35M Sell
22,175
-300
-1% -$17K 0.47% 40
2017
Q3 		$1.21M Sell
22,475
-3,920
-15% -$204K 0.39% 49
2017
Q2 		$1.33M Buy
26,395
+9,035
+52% +$482K 0.5% 35
2017
Q1 		$901K Buy
17,360
+2,220
+15% +$118K 0.33% 47
2016
Q4 		$838K Buy
15,140
+5,010
+49% +$260K 0.31% 52
2016
Q3 		$496K Buy
10,130
+4,545
+81% +$233K 0.2% 65
2016
Q2 		$283K Buy
5,585
+3,830
+218% +$185K 0.12% 81
2016
Q1 		$82K Buy
+1,755
New +$75.7K 0.03% 113

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

Spectrum Management Group's SYY Position: Q3 2020 in Review

Spectrum Management Group sold out of Sysco (SYY) in Q3 2020, closing a stake of 470 shares — an estimated $26K sold.

Spectrum Management Group first reported a position in SYY in Q1 2016 and held it in 18 quarters. The position peaked at $2.28M in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Spectrum Management Group reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
  • Spectrum Management Group sold 470 Sysco shares in Q3 2020, an estimated $26K.
  • Spectrum Management Group first reported a position in Sysco in Q1 2016 and held it in 18 quarters.
  • Spectrum Management Group's Sysco position peaked at $2.28M in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Spectrum Management Group's 13F filing for Q3 2020, filed 5 Nov 2020.