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Squar Milner Financial Services’s Sysco SYY Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-273
Closed -$18K – 880
2019
Q1 		$18K Hold
273
– – 0.01% 439
2018
Q4 		$17K Sell
273
-2,296
-89% -$155K 0.02% 416
2018
Q3 		$188K Sell
2,569
-394
-13% -$28.4K 0.17% 163
2018
Q2 		$202K Buy
+2,963
New +$189K 0.18% 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
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
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

Squar Milner Financial Services's SYY Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Sysco (SYY) in Q2 2019, closing a stake of 273 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in SYY in Q2 2018 and held it in 4 quarters. The position peaked at $202K in Q2 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 273 Sysco shares in Q2 2019, an estimated $18K.
  • Squar Milner Financial Services first reported a position in Sysco in Q2 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Sysco position peaked at $202K in Q2 2018.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.