Avalon Investment & Advisory’s Sysco SYY Stock Holding History

Avalon Investment & Advisory’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 Q3	–	Sell	-5,663	Closed	-$480K	–	319
2022 Q2	$480K	Buy	+5,663	New	+$474K	0.01%	239
2015 Q3	–	Sell	-63,409	Closed	-$2.29M	–	268
2015 Q2	$2.29M	Sell	63,409 -346	-0.5%	-$12.9K	0.1%	116
2015 Q1	$2.4M	Buy	63,755 +194	+0.3%	+$7.64K	0.11%	115
2014 Q4	$2.52M	Buy	63,561 +13,575	+27%	+$526K	0.12%	112
2014 Q3	$1.9M	Sell	49,986 -2,983	-6%	-$111K	0.1%	126
2014 Q2	$1.98M	Buy	52,969 +4	+0%	+$147	0.1%	126
2014 Q1	$1.91M	Sell	52,965 -2,605	-5%	-$93.6K	0.11%	123
2013 Q4	$2.01M	Sell	55,570 -2,256	-4%	-$76.3K	0.11%	123
2013 Q3	$1.84M	Buy	57,826 +361	+0.6%	+$12.1K	0.12%	123
2013 Q2	$1.96M	Buy	+57,465	New	+$1.98M	0.12%	133

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avalon Investment & Advisory's SYY Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Sysco (SYY) in Q3 2022, closing a stake of 5,663 shares — an estimated $480K sold.

Avalon Investment & Advisory first reported a position in SYY in Q2 2013 and held it in 10 quarters. The position peaked at $2.52M in Q4 2014. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Avalon Investment & Advisory reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
Avalon Investment & Advisory sold 5,663 Sysco shares in Q3 2022, an estimated $480K.
Avalon Investment & Advisory first reported a position in Sysco in Q2 2013 and held it in 10 quarters.
Avalon Investment & Advisory's Sysco position peaked at $2.52M in Q4 2014.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.