UF
SYY icon

Univest Financial’s Sysco SYY Stock Holding History

Univest Financial’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
-5,311
Closed -$413K – 113
2021
Q2 		$413K Buy
5,311
+91
+2% +$7.35K 0.11% 71
2021
Q1 		$411K Buy
5,220
+919
+21% +$71.3K 0.12% 70
2020
Q4 		$319K Sell
4,301
-2,590
-38% -$178K 0.09% 89
2020
Q3 		$429K Sell
6,891
-241
-3% -$14K 0.14% 67
2020
Q2 		$390K Buy
7,132
+948
+15% +$49.8K 0.13% 72
2020
Q1 		$282K Buy
+6,184
New +$428K 0.11% 91
2013
Q4 		– Sell
-57,711
Closed -$1.84M – 81
2013
Q3 		$1.84M Sell
57,711
-15,523
-21% -$521K 0.98% 53
2013
Q2 		$2.5M Buy
+73,234
New +$2.52M 1.37% 45

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

Univest Financial's SYY Position: Q3 2021 in Review

Univest Financial sold out of Sysco (SYY) in Q3 2021, closing a stake of 5,311 shares — an estimated $413K sold.

Univest Financial first reported a position in SYY in Q2 2013 and held it in 8 quarters. The position peaked at $2.5M in Q2 2013. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Univest Financial reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Univest Financial sold 5,311 Sysco shares in Q3 2021, an estimated $413K.
  • Univest Financial first reported a position in Sysco in Q2 2013 and held it in 8 quarters.
  • Univest Financial's Sysco position peaked at $2.5M in Q2 2013.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Univest Financial's 13F filing for Q3 2021, filed 12 Nov 2021.