Willingdon Wealth Management’s Sysco SYY Stock Holding History

Willingdon Wealth Management’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 Q1	$4K	Buy	92 +44	+92%	+$3.04K	﹤0.01%	241
2019 Q4	$4K	Sell	48 -42	-47%	-$3.4K	﹤0.01%	296
2019 Q3	$7K	Buy	+90	New	+$6.61K	﹤0.01%	259
2018 Q4	–	Sell	-95	Closed	-$7K	–	402
2018 Q3	$7K	Hold	95	–	–	﹤0.01%	317
2018 Q2	$6K	Buy	+95	New	+$6.07K	﹤0.01%	289
2015 Q3	–	Sell	-13,200	Closed	-$477K	–	87
2015 Q2	$477K	Sell	13,200 -3,100	-19%	-$116K	0.46%	75
2015 Q1	$615K	Buy	+16,300	New	+$642K	0.51%	70
2014 Q1	–	Sell	-57,261	Closed	-$2.07M	–	84
2013 Q4	$2.07M	Buy	+57,261	New	+$1.94M	1.62%	24

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Willingdon Wealth Management's SYY Position: Q1 2020 in Review

Willingdon Wealth Management increased its Sysco (SYY) stake by 92% in Q1 2020, buying an estimated $3.04K and bringing the position to 92 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Willingdon Wealth Management first reported a position in SYY in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.07M in Q4 2013. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

Willingdon Wealth Management held 92 shares of Sysco worth $4K as of Q1 2020.
Willingdon Wealth Management bought 44 Sysco shares in Q1 2020, an estimated $3.04K.
Sysco made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #241 holding.
Willingdon Wealth Management first reported a position in Sysco in Q4 2013 and has held it in 8 quarters since.
Willingdon Wealth Management's Sysco position peaked at $2.07M in Q4 2013.
1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.