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SVA Wealth Management’s Sysco SYY Stock Holding History

SVA Wealth Management’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
Q4 		$1.05M Buy
14,150
+60
+0.4% +$4.13K 0.09% 128
2020
Q3 		$877K Sell
14,090
-3,112
-18% -$181K 0.09% 126
2020
Q2 		$940K Sell
17,202
-5,885
-25% -$309K 0.1% 118
2020
Q1 		$1.05M Sell
23,087
-4,975
-18% -$344K 0.12% 115
2019
Q4 		$2.4M Sell
28,062
-3,359
-11% -$272K 0.22% 85
2019
Q3 		$2.5M Buy
31,421
+11,032
+54% +$810K 0.24% 81
2019
Q2 		$1.44M Sell
20,389
-830
-4% -$59.1K 0.14% 109
2019
Q1 		$1.42M Sell
21,219
-600
-3% -$39K 0.14% 112
2018
Q4 		$1.37M Sell
21,819
-238
-1% -$16K 0.15% 103
2018
Q3 		$1.62M Hold
22,057
– – 0.16% 101
2018
Q2 		$1.51M Sell
22,057
-9,978
-31% -$637K 0.16% 102
2018
Q1 		$1.73M Buy
32,035
+1,333
+4% +$80.7K 0.21% 99
2017
Q4 		$1.86M Sell
30,702
-1,333
-4% -$75.5K 0.22% 98
2017
Q3 		$1.73M Sell
32,035
-24,217
-43% -$1.26M 0.21% 99
2017
Q2 		$2.83M Buy
56,252
+251
+0.4% +$13.4K 0.37% 74
2017
Q1 		$2.91M Sell
56,001
-14,339
-20% -$760K 0.39% 70
2016
Q4 		$3.9M Sell
70,340
-2,058
-3% -$107K 0.58% 58
2016
Q3 		$3.55M Buy
72,398
+253
+0.4% +$13K 0.55% 60
2016
Q2 		$3.66M Sell
72,145
-879
-1% -$42.5K 0.59% 52
2016
Q1 		$3.41M Buy
73,024
+9,871
+16% +$426K 0.57% 55
2015
Q4 		$2.59M Buy
63,153
+2,936
+5% +$120K 0.45% 70
2015
Q3 		$2.35M Buy
60,217
+9,106
+18% +$348K 0.44% 72
2015
Q2 		$1.84M Buy
51,111
+510
+1% +$19.1K 0.34% 82
2015
Q1 		$1.91M Buy
50,601
+18,979
+60% +$748K 0.35% 81
2014
Q4 		$1.25M Buy
31,622
+2,192
+7% +$85K 0.46% 51
2014
Q3 		$1.12M Buy
29,430
+471
+2% +$17.6K 0.48% 53
2014
Q2 		$1.08M Buy
28,959
+4,414
+18% +$162K 0.46% 51
2014
Q1 		$887K Buy
24,545
+5,558
+29% +$200K 0.42% 61
2013
Q4 		$685K Buy
+18,987
New +$642K 0.41% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SVA Wealth Management's SYY Position: Q4 2020 in Review

SVA Wealth Management increased its Sysco (SYY) stake by 0.43% in Q4 2020, buying an estimated $4.13K and bringing the position to 14,150 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #128.

SVA Wealth Management first reported a position in SYY in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.9M in Q4 2016. 1,309 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • SVA Wealth Management held 14,150 shares of Sysco worth $1.05M as of Q4 2020.
  • SVA Wealth Management bought 60 Sysco shares in Q4 2020, an estimated $4.13K.
  • Sysco made up 0.09% of SVA Wealth Management's portfolio in Q4 2020, its #128 holding.
  • SVA Wealth Management first reported a position in Sysco in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Sysco position peaked at $3.9M in Q4 2016.
  • 1,309 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.