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Wealthfront’s Sysco SYY Stock Holding History

Wealthfront’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
2018
Q3 		$926K Sell
12,643
-285
-2% -$20.5K 0.01% 269
2018
Q2 		$883K Buy
12,928
+47
+0.4% +$3K 0.01% 273
2018
Q1 		$772K Buy
12,881
+1,899
+17% +$115K 0.01% 304
2017
Q4 		$667K Buy
10,982
+328
+3% +$18.6K 0.01% 297
2017
Q3 		$575K Buy
10,654
+1,111
+12% +$57.8K 0.01% 299
2017
Q2 		$480K Sell
9,543
-634
-6% -$33.9K 0.01% 276
2017
Q1 		$528K Sell
10,177
-1,539
-13% -$81.6K 0.01% 219
2016
Q4 		$649K Buy
11,716
+2,354
+25% +$122K 0.01% 155
2016
Q3 		$459K Buy
9,362
+649
+7% +$33.3K 0.01% 194
2016
Q2 		$442K Buy
8,713
+1,223
+16% +$59.2K 0.01% 189
2016
Q1 		$350K Buy
7,490
+277
+4% +$12K 0.01% 215
2015
Q4 		$296K Buy
7,213
+433
+6% +$17.8K 0.01% 216
2015
Q3 		$264K Buy
6,780
+3,159
+87% +$121K 0.01% 221
2015
Q2 		$131K Sell
3,621
-319
-8% -$11.9K 0.01% 356
2015
Q1 		$149K Sell
3,940
-421
-10% -$16.6K 0.01% 309
2014
Q4 		$173K Buy
4,361
+1,305
+43% +$50.6K 0.01% 253
2014
Q3 		$116K Buy
3,056
+972
+47% +$36.3K 0.01% 262
2014
Q2 		$78K Buy
2,084
+858
+70% +$31.5K 0.01% 275
2014
Q1 		$44K Buy
+1,226
New +$44K 0.01% 293

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wealthfront's SYY Position: Q3 2018 in Review

Wealthfront reduced its Sysco (SYY) stake by 2.2% in Q3 2018, selling an estimated $20.5K and leaving 12,643 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #269.

Wealthfront first reported a position in SYY in Q1 2014 and has held it in 19 quarters since. 1,183 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • Wealthfront held 12,643 shares of Sysco worth $926K as of Q3 2018.
  • Wealthfront sold 285 Sysco shares in Q3 2018, an estimated $20.5K.
  • Sysco made up 0.01% of Wealthfront's portfolio in Q3 2018, its #269 holding.
  • Wealthfront first reported a position in Sysco in Q1 2014 and has held it in 19 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.