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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
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 $3.38T AUM 44.17% 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

Bedel Financial Consulting's SYY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Sysco (SYY) in Q2 2022, closing a stake of 1,822 shares — an estimated $149K sold.

Bedel Financial Consulting first reported a position in SYY in Q1 2018 and held it in 17 quarters. The position peaked at $179K in Q2 2018. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,822 Sysco shares in Q2 2022, an estimated $149K.
  • Bedel Financial Consulting first reported a position in Sysco in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Sysco position peaked at $179K in Q2 2018.
  • 1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.