Alpha Cubed Investments’s Sysco SYY Stock Holding History

Alpha Cubed Investments’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	-2,558	Closed	-$209K	–	348
2022 Q1	$209K	Buy	+2,558	New	+$207K	0.01%	311
2021 Q4	–	Sell	-2,953	Closed	-$232K	–	284
2021 Q3	$232K	Sell	2,953 -100	-3%	-$7.63K	0.02%	230
2021 Q2	$237K	Hold	3,053	–	–	0.02%	232
2021 Q1	$240K	Buy	+3,053	New	+$237K	0.02%	227

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 $3.37T AUM 44.26% 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

Alpha Cubed Investments's SYY Position: Q2 2022 in Review

Alpha Cubed Investments sold out of Sysco (SYY) in Q2 2022, closing a stake of 2,558 shares — an estimated $209K sold.

Alpha Cubed Investments first reported a position in SYY in Q1 2021 and held it in 4 quarters. The position peaked at $240K in Q1 2021. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Alpha Cubed Investments reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
Alpha Cubed Investments sold 2,558 Sysco shares in Q2 2022, an estimated $209K.
Alpha Cubed Investments first reported a position in Sysco in Q1 2021 and held it in 4 quarters.
Alpha Cubed Investments's Sysco position peaked at $240K in Q1 2021.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Alpha Cubed Investments's 13F filing for Q2 2022, filed 22 Jul 2022.