AUA Capital Management’s Sysco SYY Stock Holding History

AUA Capital 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
2023 Q1	–	Sell	-2,029	Closed	-$155K	–	301
2022 Q4	$155K	Hold	2,029	–	–	0.11%	102
2022 Q3	$143K	Hold	2,029	–	–	0.09%	97
2022 Q2	$172K	Hold	2,029	–	–	0.1%	99
2022 Q1	$166K	Hold	2,029	–	–	0.09%	105
2021 Q4	$159K	Hold	2,029	–	–	0.09%	99
2021 Q3	$159K	Hold	2,029	–	–	0.1%	93
2021 Q2	$158K	Hold	2,029	–	–	0.1%	97
2021 Q1	$160K	Hold	2,029	–	–	0.11%	93
2020 Q4	$151K	Hold	2,029	–	–	0.11%	91
2020 Q3	$126K	Hold	2,029	–	–	0.11%	91
2020 Q2	$111K	Hold	2,029	–	–	0.11%	84
2020 Q1	$93K	Hold	2,029	–	–	0.09%	94
2019 Q4	$174K	Sell	2,029 -1,608	-44%	-$130K	0.14%	83
2019 Q3	$289K	Hold	3,637	–	–	0.23%	56
2019 Q2	$257K	Hold	3,637	–	–	0.21%	60
2019 Q1	$243K	Hold	3,637	–	–	0.2%	62
2018 Q4	$228K	Hold	3,637	–	–	0.21%	59
2018 Q3	$266K	Hold	3,637	–	–	0.21%	60
2018 Q2	$248K	Hold	3,637	–	–	0.22%	60
2018 Q1	$218K	Hold	3,637	–	–	0.19%	65
2017 Q4	$221K	Hold	3,637	–	–	0.2%	75
2017 Q3	$196K	Hold	3,637	–	–	0.18%	76
2017 Q2	$183K	Hold	3,637	–	–	0.16%	79
2017 Q1	$189K	Hold	3,637	–	–	0.19%	40
2016 Q4	$201K	Buy	+3,637	New	+$189K	0.19%	65

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

AUA Capital Management's SYY Position: Q1 2023 in Review

AUA Capital Management sold out of Sysco (SYY) in Q1 2023, closing a stake of 2,029 shares — an estimated $155K sold.

AUA Capital Management first reported a position in SYY in Q4 2016 and held it in 25 quarters. The position peaked at $289K in Q3 2019. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

AUA Capital Management reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 2,029 Sysco shares in Q1 2023, an estimated $155K.
AUA Capital Management first reported a position in Sysco in Q4 2016 and held it in 25 quarters.
AUA Capital Management's Sysco position peaked at $289K in Q3 2019.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.