WFA of San Diego’s Sysco SYY Stock Holding History

WFA of San Diego’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	–	Sell	-18,879	Closed	-$1.57M	–	226
2020 Q2	$1.57M	Buy	+18,879	New	+$993K	0.37%	67

Other funds holding SYY

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

WFA of San Diego's SYY Position: Q3 2020 in Review

WFA of San Diego sold out of Sysco (SYY) in Q3 2020, closing a stake of 18,879 shares — an estimated $1.57M sold.

WFA of San Diego first reported a position in SYY in Q2 2020 and held it in 1 quarter. The position peaked at $1.57M in Q2 2020. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

WFA of San Diego reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 18,879 Sysco shares in Q3 2020, an estimated $1.57M.
WFA of San Diego first reported a position in Sysco in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Sysco position peaked at $1.57M in Q2 2020.
1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.