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Stearns Financial Services Group’s Sysco SYY Stock Holding History

Stearns Financial Services 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 		$1.07M Sell
17,244
-741
-4% -$43.1K 0.17% 55
2020
Q2 		$983K Sell
17,985
-1,416
-7% -$74.4K 0.15% 60
2020
Q1 		$885K Buy
19,401
+18
+0.1% +$1.25K 0.16% 53
2019
Q4 		$1.66M Buy
19,383
+46
+0.2% +$3.73K 0.27% 38
2019
Q3 		$1.53M Buy
19,337
+51
+0.3% +$3.74K 0.27% 42
2019
Q2 		$1.36M Buy
19,286
+251
+1% +$17.9K 0.25% 45
2019
Q1 		$1.27M Sell
19,035
-125
-0.7% -$8.13K 0.24% 47
2018
Q4 		$1.2M Sell
19,160
-514
-3% -$34.7K 0.25% 49
2018
Q3 		$1.44M Sell
19,674
-641
-3% -$46.2K 0.32% 41
2018
Q2 		$1.39M Sell
20,315
-1,493
-7% -$95.4K 0.35% 39
2018
Q1 		$1.31M Buy
21,808
+55
+0.3% +$3.33K 0.32% 42
2017
Q4 		$1.32M Sell
21,753
-1,081
-5% -$61.3K 0.32% 45
2017
Q3 		$1.23M Sell
22,834
-15,467
-40% -$805K 0.31% 45
2017
Q2 		$1.93M Sell
38,301
-8,007
-17% -$428K 0.47% 34
2017
Q1 		$2.4M Sell
46,308
-3,505
-7% -$186K 0.59% 30
2016
Q4 		$2.76M Sell
49,813
-8,966
-15% -$466K 0.72% 27
2016
Q3 		$2.88M Sell
58,779
-3,435
-6% -$176K 0.78% 24
2016
Q2 		$3.16M Buy
62,214
+936
+2% +$45.3K 0.9% 20
2016
Q1 		$2.86M Sell
61,278
-1,062
-2% -$45.8K 0.85% 23
2015
Q4 		$2.56M Sell
62,340
-1,588
-2% -$65.1K 0.76% 22
2015
Q3 		$2.49M Sell
63,928
-2,200
-3% -$84K 0.81% 22
2015
Q2 		$2.39M Sell
66,128
-434
-0.7% -$16.2K 0.72% 26
2015
Q1 		$2.51M Buy
66,562
+283
+0.4% +$11.2K 0.77% 27
2014
Q4 		$2.63M Buy
66,279
+2,206
+3% +$85.5K 0.85% 24
2014
Q3 		$2.43M Buy
64,073
+603
+1% +$22.5K 0.86% 24
2014
Q2 		$2.38M Sell
63,470
-533
-0.8% -$19.6K 0.87% 25
2014
Q1 		$2.31M Buy
64,003
+604
+1% +$21.7K 0.89% 27
2013
Q4 		$2.29M Buy
63,399
+1,371
+2% +$46.3K 0.89% 27
2013
Q3 		$1.97M Sell
62,028
-4,111
-6% -$138K 0.86% 27
2013
Q2 		$2.26M Buy
+66,139
New +$2.28M 1.01% 23

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stearns Financial Services Group's SYY Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Sysco (SYY) stake by 4.1% in Q3 2020, selling an estimated $43.1K and leaving 17,244 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #55.

Stearns Financial Services Group first reported a position in SYY in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.16M in Q2 2016. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Stearns Financial Services Group held 17,244 shares of Sysco worth $1.07M as of Q3 2020.
  • Stearns Financial Services Group sold 741 Sysco shares in Q3 2020, an estimated $43.1K.
  • Sysco made up 0.17% of Stearns Financial Services Group's portfolio in Q3 2020, its #55 holding.
  • Stearns Financial Services Group first reported a position in Sysco in Q2 2013 and has held it in 30 quarters since.
  • Stearns Financial Services Group's Sysco position peaked at $3.16M in Q2 2016.
  • 1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.