ACG Wealth’s Sysco SYY Stock Holding History

ACG Wealth’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
2021 Q1	–	Sell	-100	Closed	-$7K	–	345
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	317
2020 Q3	$6K	Buy	+100	New	+$5.82K	﹤0.01%	293

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

ACG Wealth's SYY Position: Q3 2022 in Review

ACG Wealth reduced its Sysco (SYY) stake by 3.9% in Q3 2022, selling an estimated $28.4K and leaving 8,319 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #152.

ACG Wealth first reported a position in SYY in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.1M in Q2 2020. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

ACG Wealth held 8,319 shares of Sysco worth $588K as of Q3 2022.
ACG Wealth sold 341 Sysco shares in Q3 2022, an estimated $28.4K.
Sysco made up 0.13% of ACG Wealth's portfolio in Q3 2022, its #152 holding.
ACG Wealth first reported a position in Sysco in Q4 2013 and has held it in 36 quarters since.
ACG Wealth's Sysco position peaked at $1.1M in Q2 2020.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.