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Wheatland Advisors’s Sysco SYY Stock Holding History

Wheatland Advisors’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
Q2 		$279K Hold
5,107
– – 1.16% 29
2020
Q1 		$233K Sell
5,107
-8,700
-63% -$602K 1.18% 32
2019
Q4 		$1.18M Sell
13,807
-1,700
-11% -$138K 1.51% 22
2019
Q3 		$1.23M Sell
15,507
-300
-2% -$22K 1.12% 33
2019
Q2 		$1.12M Hold
15,807
– – 0.84% 42
2019
Q1 		$1.05M Buy
15,807
+3
+0% +$195 0.8% 41
2018
Q4 		$990K Sell
15,804
-198
-1% -$13.3K 0.86% 39
2018
Q3 		$1.17M Buy
16,002
+2
+0% +$144 0.88% 38
2018
Q2 		$1.09M Buy
16,000
+3
+0% +$192 0.88% 40
2018
Q1 		$959K Buy
15,997
+2
+0% +$121 0.79% 44
2017
Q4 		$971K Sell
15,995
-97
-0.6% -$5.5K 0.79% 48
2017
Q3 		$868K Buy
16,092
+3
+0% +$156 0.74% 46
2017
Q2 		$810K Sell
16,089
-997
-6% -$53.2K 0.73% 50
2017
Q1 		$887K Sell
17,086
-1,998
-10% -$106K 0.79% 46
2016
Q4 		$1.06M Sell
19,084
-47
-0.2% -$2.44K 0.94% 39
2016
Q3 		$938K Buy
19,131
+3
+0% +$154 0.88% 40
2016
Q2 		$971K Buy
19,128
+2
+0% +$97 0.93% 39
2016
Q1 		$894K Sell
19,126
-696
-4% -$30K 0.91% 39
2015
Q4 		$813K Buy
19,822
+3
+0% +$123 0.83% 41
2015
Q3 		$772K Buy
19,819
+3
+0% +$114 0.84% 43
2015
Q2 		$715K Sell
19,816
-197
-1% -$7.37K 0.69% 52
2015
Q1 		$755K Buy
20,013
+4
+0% +$158 0.75% 48
2014
Q4 		$794K Sell
20,009
-97
-0.5% -$3.76K 0.77% 50
2014
Q3 		$763K Buy
20,106
+3
+0% +$112 0.76% 50
2014
Q2 		$617K Buy
20,103
+3
+0% +$110 0.56% 58
2014
Q1 		$726K Hold
20,100
– – 0.74% 49
2013
Q4 		$726K Buy
+20,100
New +$679K 0.76% 48

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wheatland Advisors's SYY Position: Q2 2020 in Review

Wheatland Advisors held its Sysco (SYY) position steady in Q2 2020 at 5,107 shares worth $279K. The position accounts for 1.16% of the portfolio, ranked #29.

Wheatland Advisors first reported a position in SYY in Q4 2013 and has held it in 27 quarters since. The position peaked at $1.23M in Q3 2019. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Wheatland Advisors held 5,107 shares of Sysco worth $279K as of Q2 2020.
  • Wheatland Advisors left its Sysco share count unchanged in Q2 2020.
  • Sysco made up 1.16% of Wheatland Advisors's portfolio in Q2 2020, its #29 holding.
  • Wheatland Advisors first reported a position in Sysco in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's Sysco position peaked at $1.23M in Q3 2019.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.