Wealthcare Capital Management’s Sysco SYY Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-90	Closed	-$7K	–	592
2021 Q1	$7K	Buy	+90	New	+$6.98K	﹤0.01%	328
2020 Q2	–	Sell	-7	Closed	–	–	221
2020 Q1	$0	Sell	7 -39	-85%	-$2.7K	﹤0.01%	593
2019 Q4	$4K	Buy	+46	New	+$3.73K	﹤0.01%	336
2016 Q4	–	Sell	-167	Closed	-$8K	–	213
2016 Q3	$8K	Hold	167	–	–	﹤0.01%	134
2016 Q2	$8K	Hold	167	–	–	﹤0.01%	131
2016 Q1	$8K	Hold	167	–	–	﹤0.01%	141
2015 Q4	$7K	Hold	167	–	–	﹤0.01%	160
2015 Q3	$7K	Hold	167	–	–	﹤0.01%	177
2015 Q2	$6K	Sell	167 -8,194	-98%	-$307K	﹤0.01%	249
2015 Q1	$315K	Buy	8,361 +8,194	+4,907%	+$323K	0.04%	75
2014 Q4	$7K	Hold	167	–	–	﹤0.01%	146
2014 Q3	$6K	Hold	167	–	–	﹤0.01%	204
2014 Q2	$6K	Buy	+167	New	+$6.13K	﹤0.01%	146

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's SYY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Sysco (SYY) in Q2 2021, closing a stake of 90 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in SYY in Q2 2014 and held it in 13 quarters. The position peaked at $315K in Q1 2015. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

Wealthcare Capital Management reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 90 Sysco shares in Q2 2021, an estimated $7K.
Wealthcare Capital Management first reported a position in Sysco in Q2 2014 and held it in 13 quarters.
Wealthcare Capital Management's Sysco position peaked at $315K in Q1 2015.
1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.