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Bowling Portfolio Management’s Sysco SYY Stock Holding History

Bowling Portfolio 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
Q3 		$432K Sell
6,111
-231
-4% -$19.2K 0.12% 152
2022
Q2 		$537K Buy
6,342
+32
+0.5% +$2.68K 0.14% 158
2022
Q1 		$515K Sell
6,310
-24
-0.4% -$1.94K 0.11% 161
2021
Q4 		$498K Sell
6,334
-32
-0.5% -$2.46K 0.1% 167
2021
Q3 		$500K Sell
6,366
-178
-3% -$13.6K 0.11% 165
2021
Q2 		$509K Sell
6,544
-3
-0% -$242 0.11% 164
2021
Q1 		$516K Sell
6,547
-398
-6% -$30.9K 0.12% 170
2020
Q4 		$516K Sell
6,945
-374
-5% -$25.7K 0.12% 201
2020
Q3 		$455K Sell
7,319
-1,317
-15% -$76.6K 0.1% 207
2020
Q2 		$472K Sell
8,636
-44
-0.5% -$2.31K 0.1% 256
2020
Q1 		$396K Sell
8,680
-985
-10% -$68.1K 0.1% 267
2019
Q4 		$827K Sell
9,665
-46,215
-83% -$3.74M 0.14% 231
2019
Q3 		$4.44M Buy
55,880
+47,099
+536% +$3.46M 0.74% 25
2019
Q2 		$621K Buy
8,781
+1,785
+26% +$127K 0.1% 257
2019
Q1 		$467K Sell
6,996
-3,657
-34% -$238K 0.07% 299
2018
Q4 		$668K Sell
10,653
-575
-5% -$38.8K 0.12% 245
2018
Q3 		$822K Sell
11,228
-30,655
-73% -$2.21M 0.12% 261
2018
Q2 		$2.86M Sell
41,883
-611
-1% -$39K 0.4% 75
2018
Q1 		$2.55M Buy
+42,494
New +$2.57M 0.35% 84
2017
Q2 		– Sell
-73,844
Closed -$3.83M – 409
2017
Q1 		$3.83M Sell
73,844
-29,614
-29% -$1.57M 0.63% 55
2016
Q4 		$5.73M Sell
103,458
-22,681
-18% -$1.18M 0.85% 38
2016
Q3 		$6.18M Buy
+126,139
New +$6.48M 0.86% 42

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

Bowling Portfolio Management's SYY Position: Q3 2022 in Review

Bowling Portfolio Management reduced its Sysco (SYY) stake by 3.6% in Q3 2022, selling an estimated $19.2K and leaving 6,111 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #152.

Bowling Portfolio Management first reported a position in SYY in Q3 2016 and has held it in 22 quarters since. The position peaked at $6.18M in Q3 2016. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Bowling Portfolio Management held 6,111 shares of Sysco worth $432K as of Q3 2022.
  • Bowling Portfolio Management sold 231 Sysco shares in Q3 2022, an estimated $19.2K.
  • Sysco made up 0.12% of Bowling Portfolio Management's portfolio in Q3 2022, its #152 holding.
  • Bowling Portfolio Management first reported a position in Sysco in Q3 2016 and has held it in 22 quarters since.
  • Bowling Portfolio Management's Sysco position peaked at $6.18M in Q3 2016.
  • 1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.