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SYY icon

TrueWealth LLC’s Sysco SYY Stock Holding History

TrueWealth LLC’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 		$3K Hold
62
– – ﹤0.01% 622
2020
Q1 		$3K Hold
62
– – ﹤0.01% 623
2019
Q4 		$5K Hold
62
– – ﹤0.01% 577
2019
Q3 		$5K Hold
62
– – ﹤0.01% 568
2019
Q2 		$4K Sell
62
-64
-51% -$4.55K ﹤0.01% 599
2019
Q1 		$8K Buy
126
+64
+103% +$4.16K ﹤0.01% 500
2018
Q4 		$4K Hold
62
– – ﹤0.01% 595
2018
Q3 		$5K Sell
62
-328
-84% -$23.6K ﹤0.01% 629
2018
Q2 		$27K Buy
+390
New +$24.9K 0.01% 342

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

TrueWealth LLC's SYY Position: Q2 2020 in Review

TrueWealth LLC held its Sysco (SYY) position steady in Q2 2020 at 62 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

TrueWealth LLC first reported a position in SYY in Q2 2018 and has held it in 9 quarters since. The position peaked at $27K in Q2 2018. 1,189 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • TrueWealth LLC held 62 shares of Sysco worth $3K as of Q2 2020.
  • TrueWealth LLC left its Sysco share count unchanged in Q2 2020.
  • Sysco made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #622 holding.
  • TrueWealth LLC first reported a position in Sysco in Q2 2018 and has held it in 9 quarters since.
  • TrueWealth LLC's Sysco position peaked at $27K in Q2 2018.
  • 1,189 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.