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WealthShield Partners’s Sysco SYY Stock Holding History

WealthShield Partners’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
-3,118
Closed -$242K – 682
2021
Q2 		$242K Sell
3,118
-1,515
-33% -$122K 0.04% 236
2021
Q1 		$365K Sell
4,633
-1,352
-23% -$105K 0.07% 181
2020
Q4 		$444K Buy
5,985
+1,730
+41% +$119K 0.08% 188
2020
Q3 		$265K Sell
4,255
-90
-2% -$5.24K 0.09% 207
2020
Q2 		$237K Sell
4,345
-11,458
-73% -$602K 0.11% 179
2020
Q1 		$721K Sell
15,803
-5,510
-26% -$381K 0.44% 52
2019
Q4 		$1.82M Buy
21,313
+2,071
+11% +$168K 0.89% 26
2019
Q3 		$1.53M Buy
19,242
+1,076
+6% +$79K 0.81% 26
2019
Q2 		$1.28M Buy
18,166
+3,040
+20% +$216K 0.75% 26
2019
Q1 		$1.01M Sell
15,126
-901
-6% -$58.6K 0.56% 37
2018
Q4 		$1M Buy
16,027
+1,232
+8% +$83.1K 0.68% 31
2018
Q3 		$1.08M Hold
14,795
– – 0.62% 31
2018
Q2 		$1.01M Sell
14,795
-500
-3% -$31.9K 0.62% 32
2018
Q1 		$917K Hold
15,295
– – 0.58% 35
2017
Q4 		$926K Buy
+15,295
New +$867K 0.56% 34

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

WealthShield Partners's SYY Position: Q3 2021 in Review

WealthShield Partners sold out of Sysco (SYY) in Q3 2021, closing a stake of 3,118 shares — an estimated $242K sold.

WealthShield Partners first reported a position in SYY in Q4 2017 and held it in 15 quarters. The position peaked at $1.82M in Q4 2019. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • WealthShield Partners reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,118 Sysco shares in Q3 2021, an estimated $242K.
  • WealthShield Partners first reported a position in Sysco in Q4 2017 and held it in 15 quarters.
  • WealthShield Partners's Sysco position peaked at $1.82M in Q4 2019.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.