AlphaSimPlex Group’s Sysco SYY Stock Holding History

AlphaSimPlex Group’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	-2,733	Closed	-$223K	–	83
2022 Q1	$223K	Sell	2,733 -526	-16%	-$42.5K	0.82%	57
2021 Q4	$256K	Sell	3,259 -1,578	-33%	-$121K	0.44%	79
2021 Q3	$380K	Buy	+4,837	New	+$369K	0.31%	136
2020 Q4	–	Sell	-5,192	Closed	-$323K	–	325
2020 Q3	$323K	Sell	5,192 -483	-9%	-$28.1K	0.15%	244
2020 Q2	$310K	Sell	5,675 -4,495	-44%	-$236K	0.23%	161
2020 Q1	$464K	Sell	10,170 -18,935	-65%	-$1.31M	0.7%	50
2019 Q4	$2.49M	Sell	29,105 -6,670	-19%	-$540K	0.94%	8
2019 Q3	$2.84M	Sell	35,775 -10,761	-23%	-$790K	1.08%	5
2019 Q2	$3.29M	Sell	46,536 -7,629	-14%	-$543K	1.03%	9
2019 Q1	$3.62M	Buy	54,165 +26,703	+97%	+$1.74M	1.22%	2
2018 Q4	$1.72M	Hold	27,462	–	–	1.56%	15
2018 Q3	$2.01M	Sell	27,462 -3,568	-11%	-$257K	1%	19
2018 Q2	$2.12M	Buy	31,030 +3,685	+13%	+$235K	1.06%	12
2018 Q1	$1.64M	Buy	+27,345	New	+$1.66M	0.96%	14

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaSimPlex Group's SYY Position: Q2 2022 in Review

AlphaSimPlex Group sold out of Sysco (SYY) in Q2 2022, closing a stake of 2,733 shares — an estimated $223K sold.

AlphaSimPlex Group first reported a position in SYY in Q1 2018 and held it in 14 quarters. The position peaked at $3.62M in Q1 2019. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

AlphaSimPlex Group reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
AlphaSimPlex Group sold 2,733 Sysco shares in Q2 2022, an estimated $223K.
AlphaSimPlex Group first reported a position in Sysco in Q1 2018 and held it in 14 quarters.
AlphaSimPlex Group's Sysco position peaked at $3.62M in Q1 2019.
1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on AlphaSimPlex Group's 13F filing for Q2 2022, filed 10 Aug 2022.