AIA
SYY icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return