WCA
SYY icon

Waratah Capital Advisors’s Sysco SYY Stock Holding History

Waratah Capital 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
Q3 		– Sell
-5,132
Closed -$399K – 295
2021
Q2 		$399K Sell
5,132
-7,385
-59% -$596K 0.01% 213
2021
Q1 		$986K Buy
+12,517
New +$970K 0.02% 154
2016
Q3 		– Sell
-23,550
Closed -$1.2M – 130
2016
Q2 		$1.2M Buy
+23,550
New +$1.14M 0.24% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Waratah Capital Advisors's SYY Position: Q3 2021 in Review

Waratah Capital Advisors sold out of Sysco (SYY) in Q3 2021, closing a stake of 5,132 shares — an estimated $399K sold.

Waratah Capital Advisors first reported a position in SYY in Q2 2016 and held it in 3 quarters. The position peaked at $1.2M in Q2 2016. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Waratah Capital Advisors reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Waratah Capital Advisors sold 5,132 Sysco shares in Q3 2021, an estimated $399K.
  • Waratah Capital Advisors first reported a position in Sysco in Q2 2016 and held it in 3 quarters.
  • Waratah Capital Advisors's Sysco position peaked at $1.2M in Q2 2016.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Waratah Capital Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.