TIAM2
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Tru Independence Asset Management 2’s Sysco SYY Stock Holding History

Tru Independence Asset Management 2’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
Q3 		– Sell
-7,704
Closed -$599K – 119
2021
Q2 		$599K Buy
+7,704
New +$622K 0.41% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Tru Independence Asset Management 2's SYY Position: Q3 2021 in Review

Tru Independence Asset Management 2 sold out of Sysco (SYY) in Q3 2021, closing a stake of 7,704 shares — an estimated $599K sold.

Tru Independence Asset Management 2 first reported a position in SYY in Q2 2021 and held it in 1 quarter. The position peaked at $599K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Tru Independence Asset Management 2 reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 7,704 Sysco shares in Q3 2021, an estimated $599K.
  • Tru Independence Asset Management 2 first reported a position in Sysco in Q2 2021 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Sysco position peaked at $599K in Q2 2021.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2021, filed 5 Nov 2021.