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SYY icon

Transform Wealth’s Sysco SYY Stock Holding History

Transform Wealth’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
Q2 		– Sell
-56,966
Closed -$2.6M – 237
2020
Q1 		$2.6M Sell
56,966
-4,915
-8% -$340K 0.55% 65
2019
Q4 		$5.29M Buy
61,881
+6,323
+11% +$512K 0.84% 45
2019
Q3 		$4.41M Buy
55,558
+165
+0.3% +$12.1K 0.78% 50
2019
Q2 		$3.92M Sell
55,393
-1,464
-3% -$104K 0.58% 67
2019
Q1 		$3.8M Buy
56,857
+602
+1% +$39.2K 0.71% 61
2018
Q4 		$3.52M Buy
56,255
+629
+1% +$42.4K 0.73% 61
2018
Q3 		$4.08M Buy
55,626
+1,324
+2% +$95.4K 0.71% 58
2018
Q2 		$3.71M Buy
54,302
+2,149
+4% +$137K 0.67% 58
2018
Q1 		$3.13M Buy
52,153
+2,612
+5% +$158K 0.59% 58
2017
Q4 		$3.01M Buy
49,541
+2,571
+5% +$146K 0.55% 61
2017
Q3 		$2.53M Buy
+46,970
New +$2.44M 0.88% 29
2017
Q2 		– Sell
-35,372
Closed -$1.84M – 164
2017
Q1 		$1.84M Buy
+35,372
New +$1.87M 0.69% 37

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's SYY Position: Q2 2020 in Review

Transform Wealth sold out of Sysco (SYY) in Q2 2020, closing a stake of 56,966 shares — an estimated $2.6M sold.

Transform Wealth first reported a position in SYY in Q1 2017 and held it in 12 quarters. The position peaked at $5.29M in Q4 2019. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Transform Wealth reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
  • Transform Wealth sold 56,966 Sysco shares in Q2 2020, an estimated $2.6M.
  • Transform Wealth first reported a position in Sysco in Q1 2017 and held it in 12 quarters.
  • Transform Wealth's Sysco position peaked at $5.29M in Q4 2019.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Transform Wealth's 13F filing for Q2 2020, filed 22 Jul 2020.