Summit Wealth & Retirement Planning’s Sysco SYY Stock Holding History

Summit Wealth & Retirement Planning’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	-5,486	Closed	-$407K	–	120
2020 Q4	$407K	Hold	5,486	–	–	0.15%	87
2020 Q3	$341K	Hold	5,486	–	–	0.15%	85
2020 Q2	$300K	Hold	5,486	–	–	0.14%	94
2020 Q1	$250K	Hold	5,486	–	–	0.13%	100
2019 Q4	$469K	Hold	5,486	–	–	0.21%	84
2019 Q3	$436K	Hold	5,486	–	–	0.26%	79
2019 Q2	$388K	Hold	5,486	–	–	0.23%	91
2019 Q1	$366K	Hold	5,486	–	–	0.22%	96
2018 Q4	$344K	Buy	+5,486	New	+$370K	0.26%	78

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Wealth & Retirement Planning's SYY Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Sysco (SYY) in Q1 2021, closing a stake of 5,486 shares — an estimated $407K sold.

Summit Wealth & Retirement Planning first reported a position in SYY in Q4 2018 and held it in 9 quarters. The position peaked at $469K in Q4 2019. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 5,486 Sysco shares in Q1 2021, an estimated $407K.
Summit Wealth & Retirement Planning first reported a position in Sysco in Q4 2018 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Sysco position peaked at $469K in Q4 2019.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.