TCG Advisors’s Sysco SYY Stock Holding History

TCG Advisors’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	-12,930	Closed	-$707K	–	110
2020 Q2	$707K	Buy	+12,930	New	+$680K	0.39%	70
2019 Q3	–	Sell	-40	Closed	-$3K	–	370
2019 Q2	$3K	Hold	40	–	–	﹤0.01%	393
2019 Q1	$3K	Buy	+40	New	+$2.6K	﹤0.01%	394

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCG Advisors's SYY Position: Q3 2020 in Review

TCG Advisors sold out of Sysco (SYY) in Q3 2020, closing a stake of 12,930 shares — an estimated $707K sold.

TCG Advisors first reported a position in SYY in Q1 2019 and held it in 3 quarters. The position peaked at $707K in Q2 2020. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

TCG Advisors reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
TCG Advisors sold 12,930 Sysco shares in Q3 2020, an estimated $707K.
TCG Advisors first reported a position in Sysco in Q1 2019 and held it in 3 quarters.
TCG Advisors's Sysco position peaked at $707K in Q2 2020.
1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.