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Woodard & Company Asset Management Group’s Sysco SYY Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q4 		– Sell
-68
Closed -$5K – 203
2018
Q3 		$5K Buy
+68
New +$4.9K ﹤0.01% 200

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Woodard & Company Asset Management Group's SYY Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Sysco (SYY) in Q4 2018, closing a stake of 68 shares — an estimated $5K sold.

Woodard & Company Asset Management Group first reported a position in SYY in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 1,205 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 68 Sysco shares in Q4 2018, an estimated $5K.
  • Woodard & Company Asset Management Group first reported a position in Sysco in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Sysco position peaked at $5K in Q3 2018.
  • 1,205 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.