Affinity Investment Advisors’s Sysco SYY Stock Holding History

Affinity Investment Advisors’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 Q2	–	Sell	-2,727	Closed	-$223K	–	211
2022 Q1	$223K	Buy	+2,727	New	+$220K	0.09%	192
2019 Q1	–	Sell	-3,214	Closed	-$201K	–	148
2018 Q4	$201K	Sell	3,214 -55,176	-94%	-$3.72M	0.04%	137
2018 Q3	$4.28M	Buy	58,390 +4,783	+9%	+$345K	0.56%	58
2018 Q2	$3.66M	Sell	53,607 -20,534	-28%	-$1.31M	0.52%	59
2018 Q1	$4.45M	Sell	74,141 -597	-0.8%	-$36.1K	0.52%	62
2017 Q4	$4.54M	Sell	74,738 -136	-0.2%	-$7.71K	0.52%	63
2017 Q3	$4.04M	Sell	74,874 -694	-0.9%	-$36.1K	0.47%	62
2017 Q2	$3.8M	Buy	+75,568	New	+$4.04M	0.45%	64
2016 Q3	–	Sell	-4,109	Closed	-$208K	–	177
2016 Q2	$208K	Buy	+4,109	New	+$199K	0.02%	154

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Affinity Investment Advisors's SYY Position: Q2 2022 in Review

Affinity Investment Advisors sold out of Sysco (SYY) in Q2 2022, closing a stake of 2,727 shares — an estimated $223K sold.

Affinity Investment Advisors first reported a position in SYY in Q2 2016 and held it in 9 quarters. The position peaked at $4.54M in Q4 2017. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Affinity Investment Advisors reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
Affinity Investment Advisors sold 2,727 Sysco shares in Q2 2022, an estimated $223K.
Affinity Investment Advisors first reported a position in Sysco in Q2 2016 and held it in 9 quarters.
Affinity Investment Advisors's Sysco position peaked at $4.54M in Q4 2017.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Affinity Investment Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.