U.S. Global Investors (USGI)’s Sysco SYY Stock Holding History

U.S. Global Investors (USGI)’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 Q1	–	Sell	-5,265	Closed	-$450K	–	204
2019 Q4	$450K	Hold	5,265	–	–	0.2%	118
2019 Q3	$418K	Buy	+5,265	New	+$386K	0.23%	107
2016 Q4	–	Sell	-8,731	Closed	-$428K	–	205
2016 Q3	$428K	Sell	8,731 -1,200	-12%	-$61.6K	0.2%	105
2016 Q2	$504K	Sell	9,931 -2,250	-18%	-$109K	0.28%	105
2016 Q1	$569K	Buy	+12,181	New	+$526K	0.31%	107

Other funds holding SYY

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

U.S. Global Investors (USGI)'s SYY Position: Q1 2020 in Review

U.S. Global Investors (USGI) sold out of Sysco (SYY) in Q1 2020, closing a stake of 5,265 shares — an estimated $450K sold.

U.S. Global Investors (USGI) first reported a position in SYY in Q1 2016 and held it in 5 quarters. The position peaked at $569K in Q1 2016. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

U.S. Global Investors (USGI) reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
U.S. Global Investors (USGI) sold 5,265 Sysco shares in Q1 2020, an estimated $450K.
U.S. Global Investors (USGI) first reported a position in Sysco in Q1 2016 and held it in 5 quarters.
U.S. Global Investors (USGI)'s Sysco position peaked at $569K in Q1 2016.
1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2020, filed 4 May 2020.