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Waddell & Reed Financial’s Sysco SYY Stock Holding History

Waddell & Reed 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
Q1 		$146M Buy
1,853,109
+532,233
+40% +$41.3M 0.3% 89
2020
Q4 		$98.1M Buy
1,320,876
+321,122
+32% +$22.1M 0.21% 135
2020
Q3 		$62.2M Buy
999,754
+76,955
+8% +$4.48M 0.15% 174
2020
Q2 		$50.4M Buy
922,799
+541,827
+142% +$28.5M 0.13% 188
2020
Q1 		$17.4M Buy
+380,972
New +$26.4M 0.06% 304
2017
Q3 		– Sell
-120,000
Closed -$6.04M – 549
2017
Q2 		$6.04M Buy
+120,000
New +$6.41M 0.01% 472

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waddell & Reed Financial's SYY Position: Q1 2021 in Review

Waddell & Reed Financial increased its Sysco (SYY) stake by 40% in Q1 2021, buying an estimated $41.3M and bringing the position to 1,853,109 shares worth $146M. The position accounts for 0.3% of the portfolio, ranked #89.

Waddell & Reed Financial first reported a position in SYY in Q2 2017 and has held it in 6 quarters since. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Waddell & Reed Financial held 1,853,109 shares of Sysco worth $146M as of Q1 2021.
  • Waddell & Reed Financial bought 532,233 Sysco shares in Q1 2021, an estimated $41.3M.
  • Sysco made up 0.3% of Waddell & Reed Financial's portfolio in Q1 2021, its #89 holding.
  • Waddell & Reed Financial first reported a position in Sysco in Q2 2017 and has held it in 6 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.