WQ
SYY icon

Wealth Quarterback’s Sysco SYY Stock Holding History

Wealth Quarterback’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 		$29K Buy
365
+96
+36% +$7.32K 0.02% 313
2021
Q2 		$21K Buy
+269
New +$21.7K 0.01% 347
2020
Q2 		– Sell
-55
Closed -$2.5K – 685
2020
Q1 		$2.5K Buy
55
+1
+2% +$69 ﹤0.01% 717
2019
Q4 		$4.66K Buy
+54
New +$4.38K ﹤0.01% 641

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

Wealth Quarterback's SYY Position: Q3 2021 in Review

Wealth Quarterback increased its Sysco (SYY) stake by 36% in Q3 2021, buying an estimated $7.32K and bringing the position to 365 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #313.

Wealth Quarterback first reported a position in SYY in Q4 2019 and has held it in 4 quarters since. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Wealth Quarterback held 365 shares of Sysco worth $29K as of Q3 2021.
  • Wealth Quarterback bought 96 Sysco shares in Q3 2021, an estimated $7.32K.
  • Sysco made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #313 holding.
  • Wealth Quarterback first reported a position in Sysco in Q4 2019 and has held it in 4 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.