TF
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Trek Financial’s Sysco SYY Stock Holding History

Trek Financial’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
-2,697
Closed -$200K – 253
2020
Q4 		$200K Buy
+2,697
New +$185K 0.03% 188

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trek Financial's SYY Position: Q1 2021 in Review

Trek Financial sold out of Sysco (SYY) in Q1 2021, closing a stake of 2,697 shares — an estimated $200K sold.

Trek Financial first reported a position in SYY in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Trek Financial reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Trek Financial sold 2,697 Sysco shares in Q1 2021, an estimated $200K.
  • Trek Financial first reported a position in Sysco in Q4 2020 and held it in 1 quarter.
  • Trek Financial's Sysco position peaked at $200K in Q4 2020.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Trek Financial's 13F filing for Q1 2021, filed 17 May 2021.