WealthStone’s Sysco SYY Stock Holding History

WealthStone’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 Q1	$299K	Buy	3,810 +854	+29%	+$66.2K	0.1%	161
2020 Q4	$220K	Sell	2,956 -847	-22%	-$58.2K	0.08%	199
2020 Q3	$237K	Sell	3,803 -2,441	-39%	-$142K	0.11%	133
2020 Q2	$341K	Buy	+6,244	New	+$328K	0.16%	103
2019 Q3	–	Sell	-629	Closed	-$44.5K	–	539
2019 Q2	$44.5K	Buy	+629	New	+$44.8K	0.02%	189

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthStone's SYY Position: Q1 2021 in Review

WealthStone increased its Sysco (SYY) stake by 29% in Q1 2021, buying an estimated $66.2K and bringing the position to 3,810 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #161.

WealthStone first reported a position in SYY in Q2 2019 and has held it in 5 quarters since. The position peaked at $341K in Q2 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

WealthStone held 3,810 shares of Sysco worth $299K as of Q1 2021.
WealthStone bought 854 Sysco shares in Q1 2021, an estimated $66.2K.
Sysco made up 0.1% of WealthStone's portfolio in Q1 2021, its #161 holding.
WealthStone first reported a position in Sysco in Q2 2019 and has held it in 5 quarters since.
WealthStone's Sysco position peaked at $341K in Q2 2020.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.