Altium Wealth Management’s Sysco SYY Stock Holding History

Altium Wealth Management’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	$897K	Buy	10,584 +2,360	+29%	+$198K	0.06%	173
2022 Q1	$671K	Buy	+8,224	New	+$665K	0.04%	213
2021 Q4	–	Sell	-5,330	Closed	-$418K	–	402
2021 Q3	$418K	Buy	5,330 +1,263	+31%	+$96.3K	0.03%	257
2021 Q2	$316K	Buy	4,067 +1,054	+35%	+$85.1K	0.02%	308
2021 Q1	$237K	Buy	+3,013	New	+$234K	0.02%	334

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

Altium Wealth Management's SYY Position: Q2 2022 in Review

Altium Wealth Management increased its Sysco (SYY) stake by 29% in Q2 2022, buying an estimated $198K and bringing the position to 10,584 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #173.

Altium Wealth Management first reported a position in SYY in Q1 2021 and has held it in 5 quarters since. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Altium Wealth Management held 10,584 shares of Sysco worth $897K as of Q2 2022.
Altium Wealth Management bought 2,360 Sysco shares in Q2 2022, an estimated $198K.
Sysco made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #173 holding.
Altium Wealth Management first reported a position in Sysco in Q1 2021 and has held it in 5 quarters since.
1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.