AWM
SYY icon

Aevitas Wealth Management’s Sysco SYY Stock Holding History

Aevitas 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
2022
Q4 		$306K Buy
4,006
+3
+0.1% +$242 0.18% 96
2022
Q3 		$283K Buy
4,003
+17
+0.4% +$1.42K 0.21% 92
2022
Q2 		$338K Buy
3,986
+16
+0.4% +$1.34K 0.23% 88
2022
Q1 		$324K Buy
3,970
+117
+3% +$9.46K 0.2% 95
2021
Q4 		$303K Buy
3,853
+17
+0.4% +$1.31K 0.18% 100
2021
Q3 		$301K Buy
3,836
+18
+0.5% +$1.37K 0.19% 103
2021
Q2 		$297K Buy
3,818
+16
+0.4% +$1.29K 0.19% 104
2021
Q1 		$299K Buy
3,802
+17
+0.4% +$1.32K 0.21% 95
2020
Q4 		$281K Buy
3,785
+20
+0.5% +$1.38K 0.21% 95
2020
Q3 		$234K Buy
3,765
+5
+0.1% +$291 0.19% 96
2020
Q2 		$206K Buy
+3,760
New +$198K 0.19% 98
2020
Q1 		– Sell
-4,350
Closed -$372K – 104
2019
Q4 		$372K Buy
4,350
+3
+0.1% +$243 0.35% 76
2019
Q3 		$345K Buy
4,347
+3
+0.1% +$220 0.35% 76
2019
Q2 		$307K Buy
4,344
+4
+0.1% +$285 0.31% 86
2019
Q1 		$289K Buy
4,340
+4
+0.1% +$260 0.26% 89
2018
Q4 		$272K Buy
4,336
+3
+0.1% +$202 0.28% 83
2018
Q3 		$317K Sell
4,333
-197
-4% -$14.2K 0.29% 84
2018
Q2 		$309K Buy
4,530
+4
+0.1% +$256 0.3% 79
2018
Q1 		$271K Sell
4,526
-497
-10% -$30.1K 0.27% 87
2017
Q4 		$305K Buy
+5,023
New +$285K 0.29% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Aevitas Wealth Management's SYY Position: Q4 2022 in Review

Aevitas Wealth Management increased its Sysco (SYY) stake by 0.07% in Q4 2022, buying an estimated $242 and bringing the position to 4,006 shares worth $306K. The position accounts for 0.18% of the portfolio, ranked #96.

Aevitas Wealth Management first reported a position in SYY in Q4 2017 and has held it in 20 quarters since. The position peaked at $372K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Aevitas Wealth Management held 4,006 shares of Sysco worth $306K as of Q4 2022.
  • Aevitas Wealth Management bought 3 Sysco shares in Q4 2022, an estimated $242.
  • Sysco made up 0.18% of Aevitas Wealth Management's portfolio in Q4 2022, its #96 holding.
  • Aevitas Wealth Management first reported a position in Sysco in Q4 2017 and has held it in 20 quarters since.
  • Aevitas Wealth Management's Sysco position peaked at $372K in Q4 2019.
  • 1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.