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B. Riley Wealth Management’s Sysco SYY Stock Holding History

B. Riley 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 		$2.94M Buy
34,694
+6,404
+23% +$536K 0.31% 69
2022
Q1 		$2.31M Buy
28,290
+5,167
+22% +$418K 0.18% 119
2021
Q4 		$1.82M Sell
23,123
-160
-0.7% -$12.3K 0.13% 162
2021
Q3 		$1.83M Buy
23,283
+5,138
+28% +$392K 0.14% 149
2021
Q2 		$1.41M Sell
18,145
-275
-1% -$22.2K 0.16% 138
2021
Q1 		$1.45M Buy
18,420
+6,600
+56% +$512K 0.17% 122
2020
Q4 		$878K Buy
11,820
+585
+5% +$40.2K 0.11% 156
2020
Q3 		$699K Sell
11,235
-18,577
-62% -$1.08M 0.08% 187
2020
Q2 		$1.63M Sell
29,812
-2,698
-8% -$142K 0.18% 120
2020
Q1 		$1.48M Buy
32,510
+28,699
+753% +$1.99M 0.16% 132
2019
Q4 		$326K Buy
3,811
+7
+0.2% +$567 0.05% 275
2019
Q3 		$302K Buy
3,804
+7
+0.2% +$514 0.05% 269
2019
Q2 		$269K Buy
3,797
+207
+6% +$14.7K 0.04% 306
2019
Q1 		$240K Sell
3,590
-267
-7% -$17.4K 0.04% 317
2018
Q4 		$242K Sell
3,857
-794
-17% -$53.5K 0.05% 280
2018
Q3 		$341K Buy
+4,651
New +$335K 0.08% 201
2015
Q3 		– Sell
-2,947
Closed -$106K – 672
2015
Q2 		$106K Sell
2,947
-286
-9% -$10.7K 0.08% 263
2015
Q1 		$121K Sell
3,233
-13
-0.4% -$512 0.09% 252
2014
Q4 		$128K Buy
3,246
+97
+3% +$3.76K 0.1% 228
2014
Q3 		$119K Buy
3,149
+11
+0.4% +$411 0.09% 268
2014
Q2 		$117K Sell
3,138
-58
-2% -$2.13K 0.08% 323
2014
Q1 		$115K Buy
+3,196
New +$115K 0.08% 290

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Management's SYY Position: Q2 2022 in Review

B. Riley Wealth Management increased its Sysco (SYY) stake by 23% in Q2 2022, buying an estimated $536K and bringing the position to 34,694 shares worth $2.94M. The position accounts for 0.31% of the portfolio, ranked #69.

B. Riley Wealth Management first reported a position in SYY in Q1 2014 and has held it in 22 quarters since. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • B. Riley Wealth Management held 34,694 shares of Sysco worth $2.94M as of Q2 2022.
  • B. Riley Wealth Management bought 6,404 Sysco shares in Q2 2022, an estimated $536K.
  • Sysco made up 0.31% of B. Riley Wealth Management's portfolio in Q2 2022, its #69 holding.
  • B. Riley Wealth Management first reported a position in Sysco in Q1 2014 and has held it in 22 quarters since.
  • 1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.