Alaethes Wealth’s Sysco SYY Stock Holding History

Alaethes 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
2022 Q2	–	Sell	-60	Closed	-$5K	–	266
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	261
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	236
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	224
2021 Q2	$5K	Buy	+60	New	+$4.84K	﹤0.01%	218

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

Alaethes Wealth's SYY Position: Q2 2022 in Review

Alaethes Wealth sold out of Sysco (SYY) in Q2 2022, closing a stake of 60 shares — an estimated $5K sold.

Alaethes Wealth first reported a position in SYY in Q2 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Alaethes Wealth reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 60 Sysco shares in Q2 2022, an estimated $5K.
Alaethes Wealth first reported a position in Sysco in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's Sysco position peaked at $5K in Q1 2022.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.