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Adamsbrown Wealth Consultants’s Sysco SYY Stock Holding History

Adamsbrown Wealth Consultants’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
2023
Q1 		– Sell
-7,338
Closed -$561K – 82
2022
Q4 		$561K Sell
7,338
-2
-0% -$162 0.34% 39
2022
Q3 		$519K Buy
7,340
+2
+0% +$167 0.4% 40
2022
Q2 		$622K Hold
7,338
– – 0.49% 34
2022
Q1 		$599K Buy
+7,338
New +$593K 0.47% 40

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Adamsbrown Wealth Consultants's SYY Position: Q1 2023 in Review

Adamsbrown Wealth Consultants sold out of Sysco (SYY) in Q1 2023, closing a stake of 7,338 shares — an estimated $561K sold.

Adamsbrown Wealth Consultants first reported a position in SYY in Q1 2022 and held it in 4 quarters. The position peaked at $622K in Q2 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Adamsbrown Wealth Consultants reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 7,338 Sysco shares in Q1 2023, an estimated $561K.
  • Adamsbrown Wealth Consultants first reported a position in Sysco in Q1 2022 and held it in 4 quarters.
  • Adamsbrown Wealth Consultants's Sysco position peaked at $622K in Q2 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2023, filed 10 May 2023.