55I LLC’s Sysco SYY Stock Holding History

55I LLC’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
2022 Q3	$484K	Buy	6,842 +2,864	+72%	+$239K	0.01%	388
2022 Q2	$337K	Buy	+3,978	New	+$333K	0.01%	419
2022 Q1	–	Sell	-2,672	Closed	-$210K	–	542
2021 Q4	$210K	Buy	2,672 +79	+3%	+$6.08K	0.01%	474
2021 Q3	$204K	Buy	+2,593	New	+$198K	0.01%	465

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

55I LLC's SYY Position: Q3 2022 in Review

55I LLC increased its Sysco (SYY) stake by 72% in Q3 2022, buying an estimated $239K and bringing the position to 6,842 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #388.

55I LLC first reported a position in SYY in Q3 2021 and has held it in 4 quarters since. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

55I LLC held 6,842 shares of Sysco worth $484K as of Q3 2022.
55I LLC bought 2,864 Sysco shares in Q3 2022, an estimated $239K.
Sysco made up 0.01% of 55I LLC's portfolio in Q3 2022, its #388 holding.
55I LLC first reported a position in Sysco in Q3 2021 and has held it in 4 quarters since.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.