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Wealth Enhancement & Preservation of GA’s Sysco SYY Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q4 		– Sell
-13,632
Closed -$839K – 61
2020
Q3 		$839K Buy
13,632
+3,244
+31% +$189K 0.87% 24
2020
Q2 		$546K Sell
10,388
-4,560
-31% -$240K 0.68% 24
2020
Q1 		$650K Sell
14,948
-5,306
-26% -$367K 0.62% 31
2019
Q4 		$1.73M Buy
+20,254
New +$1.64M 0.89% 18

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's SYY Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Sysco (SYY) in Q4 2020, closing a stake of 13,632 shares — an estimated $839K sold.

Wealth Enhancement & Preservation of GA first reported a position in SYY in Q4 2019 and held it in 4 quarters. The position peaked at $1.73M in Q4 2019. 1,310 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Sysco position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 13,632 Sysco shares in Q4 2020, an estimated $839K.
  • Wealth Enhancement & Preservation of GA first reported a position in Sysco in Q4 2019 and held it in 4 quarters.
  • Wealth Enhancement & Preservation of GA's Sysco position peaked at $1.73M in Q4 2019.
  • 1,310 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.