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TRUE Private Wealth Advisors’s Sysco SYY Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-2,230
Closed -$165K – 641
2020
Q4 		$165K Hold
2,230
– – 0.03% 211
2020
Q3 		$138K Hold
2,230
– – 0.02% 216
2020
Q2 		$121K Buy
2,230
+200
+10% +$10.5K 0.02% 221
2020
Q1 		$92K Buy
2,030
+199
+11% +$13.8K 0.02% 216
2019
Q4 		$156K Buy
+1,831
New +$148K 0.02% 244
2019
Q3 		– Sell
-1,907
Closed -$134K – 650
2019
Q2 		$134K Buy
+1,907
New +$136K 0.02% 233
2019
Q1 		– Sell
-3,666
Closed -$229K – 241
2018
Q4 		$229K Buy
3,666
+718
+24% +$48.4K 0.04% 207
2018
Q3 		$216K Buy
+2,948
New +$212K 0.03% 254

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

TRUE Private Wealth Advisors's SYY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Sysco (SYY) in Q1 2021, closing a stake of 2,230 shares — an estimated $165K sold.

TRUE Private Wealth Advisors first reported a position in SYY in Q3 2018 and held it in 8 quarters. The position peaked at $229K in Q4 2018. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,230 Sysco shares in Q1 2021, an estimated $165K.
  • TRUE Private Wealth Advisors first reported a position in Sysco in Q3 2018 and held it in 8 quarters.
  • TRUE Private Wealth Advisors's Sysco position peaked at $229K in Q4 2018.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.