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Wealthspire Advisors (Maryland)’s Sysco SYY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$650K Sell
10,447
-127
-1% -$7.39K 0.02% 229
2020
Q2 		$578K Sell
10,574
-28
-0.3% -$1.47K 0.04% 229
2020
Q1 		$484K Sell
10,602
-828
-7% -$57.3K 0.04% 236
2019
Q4 		$978K Buy
11,430
+151
+1% +$12.2K 0.07% 177
2019
Q3 		$896K Sell
11,279
-491
-4% -$36K 0.07% 164
2019
Q2 		$832K Buy
11,770
+4,938
+72% +$351K 0.06% 159
2019
Q1 		$456K Buy
6,832
+223
+3% +$14.5K 0.03% 269
2018
Q4 		$414K Buy
6,609
+452
+7% +$30.5K 0.04% 254
2018
Q3 		$451K Sell
6,157
-64
-1% -$4.61K 0.04% 266
2018
Q2 		$425K Buy
6,221
+188
+3% +$12K 0.04% 273
2018
Q1 		$362K Buy
6,033
+6
+0.1% +$363 0.03% 315
2017
Q4 		$366K Buy
6,027
+435
+8% +$24.6K 0.04% 325
2017
Q3 		$302K Buy
5,592
+121
+2% +$6.3K 0.03% 359
2017
Q2 		$275K Sell
5,471
-547
-9% -$29.2K 0.03% 358
2017
Q1 		$312K Buy
6,018
+1,470
+32% +$77.9K 0.04% 280
2016
Q4 		$252K Sell
4,548
-1,978
-30% -$103K 0.04% 317
2016
Q3 		$320K Sell
6,526
-405
-6% -$20.8K 0.05% 255
2016
Q2 		$352K Sell
6,931
-183
-3% -$8.85K 0.06% 222
2016
Q1 		$332K Sell
7,114
-554
-7% -$23.9K 0.06% 231
2015
Q4 		$314K Buy
+7,668
New +$314K 0.06% 250

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SYY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Sysco (SYY) stake by 1.2% in Q3 2020, selling an estimated $7.39K and leaving 10,447 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #229.

Wealthspire Advisors (Maryland) first reported a position in SYY in Q4 2015 and has held it in 20 quarters since. The position peaked at $978K in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,447 shares of Sysco worth $650K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 127 Sysco shares in Q3 2020, an estimated $7.39K.
  • Sysco made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #229 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Sysco in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Sysco position peaked at $978K in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.