Bedel Financial Consulting’s Sysco SYY Stock Holding History

Bedel Financial Consulting’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	–	Sell	-1,822	Closed	-$149K	–	808
2022 Q1	$149K	Sell	1,822 -127	-7%	-$10.3K	0.05%	222
2021 Q4	$153K	Buy	1,949 +97	+5%	+$7.46K	0.05%	222
2021 Q3	$145K	Buy	1,852 +1	+0.1%	+$76	0.05%	216
2021 Q2	$144K	Sell	1,851 -49	-3%	-$3.96K	0.05%	219
2021 Q1	$150K	Buy	1,900 +2	+0.1%	+$155	0.06%	206
2020 Q4	$141K	Buy	1,898 +2	+0.1%	+$138	0.06%	183
2020 Q3	$118K	Buy	1,896 +2	+0.1%	+$116	0.06%	187
2020 Q2	$104K	Buy	1,894 +2	+0.1%	+$105	0.06%	196
2020 Q1	$86K	Buy	1,892 +350	+23%	+$24.2K	0.06%	200
2019 Q4	$132K	Hold	1,542	–	–	0.07%	181
2019 Q3	$122K	Buy	1,542 +33	+2%	+$2.42K	0.07%	181
2019 Q2	$107K	Sell	1,509 -467	-24%	-$33.2K	0.07%	192
2019 Q1	$132K	Sell	1,976 -108	-5%	-$7.03K	0.08%	166
2018 Q4	$131K	Hold	2,084	–	–	0.09%	158
2018 Q3	$146K	Sell	2,084 -540	-21%	-$38.9K	0.1%	159
2018 Q2	$179K	Buy	2,624 +200	+8%	+$12.8K	0.13%	147
2018 Q1	$145K	Buy	+2,424	New	+$147K	0.11%	161

Other funds holding SYY

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $60.7B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Geode Capital Management

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