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Baron Financial Group’s Sysco SYY Stock Holding History

Baron Financial 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
Q3 		– Sell
-675
Closed -$57.2K – 175
2022
Q2 		$57.2K Hold
675
– – 0.04% 78
2022
Q1 		$55.1K Hold
675
– – 0.03% 85
2021
Q4 		$53K Hold
675
– – 0.03% 87
2021
Q3 		$53K Hold
675
– – 0.03% 84
2021
Q2 		$52.5K Sell
675
-25
-4% -$2.02K 0.03% 87
2021
Q1 		$55.1K Hold
700
– – 0.04% 86
2020
Q4 		$52K Hold
700
– – 0.04% 84
2020
Q3 		$43.6K Buy
+700
New +$40.7K 0.04% 91

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baron Financial Group's SYY Position: Q3 2022 in Review

Baron Financial Group sold out of Sysco (SYY) in Q3 2022, closing a stake of 675 shares — an estimated $57.2K sold.

Baron Financial Group first reported a position in SYY in Q3 2020 and held it in 8 quarters. The position peaked at $57.2K in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Baron Financial Group reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 675 Sysco shares in Q3 2022, an estimated $57.2K.
  • Baron Financial Group first reported a position in Sysco in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Sysco position peaked at $57.2K in Q2 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.