tru Independence’s Sysco SYY Stock Holding History

tru Independence’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	-765	Closed	-$59K	–	315
2021 Q2	$59K	Buy	+765	New	+$61.8K	0.02%	183
2021 Q1	–	Sell	-416	Closed	-$31	–	662
2020 Q4	$31	Buy	+416	New	+$28.6K	﹤0.01%	516
2020 Q3	–	Sell	-549	Closed	-$30	–	794
2020 Q2	$30	Hold	549	–	–	﹤0.01%	450
2020 Q1	$25	Hold	549	–	–	﹤0.01%	371
2019 Q4	$25K	Buy	+549	New	+$44.5K	﹤0.01%	468

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

tru Independence's SYY Position: Q3 2021 in Review

tru Independence sold out of Sysco (SYY) in Q3 2021, closing a stake of 765 shares — an estimated $59K sold.

tru Independence first reported a position in SYY in Q4 2019 and held it in 5 quarters. The position peaked at $59K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

tru Independence reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
tru Independence sold 765 Sysco shares in Q3 2021, an estimated $59K.
tru Independence first reported a position in Sysco in Q4 2019 and held it in 5 quarters.
tru Independence's Sysco position peaked at $59K in Q2 2021.
1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.