Brandywine Oak Private Wealth’s Sysco SYY Stock Holding History

Brandywine Oak Private Wealth’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 Q4	–	Sell	-4,255	Closed	-$300K	–	290
2022 Q3	$300K	Hold	4,255	–	–	0.04%	204
2022 Q2	$360K	Hold	4,255	–	–	0.05%	211
2022 Q1	$347K	Sell	4,255 -200	-4%	-$16.2K	0.04%	232
2021 Q4	$349K	Sell	4,455 -2,250	-34%	-$173K	0.04%	235
2021 Q3	$526K	Sell	6,705 -505	-7%	-$38.5K	0.06%	191
2021 Q2	$560K	Buy	+7,210	New	+$582K	0.07%	180
2020 Q1	–	Sell	-3,900	Closed	-$333K	–	254
2019 Q4	$333K	Sell	3,900 -9	-0.2%	-$729	0.06%	168
2019 Q3	$310K	Sell	3,909 -86	-2%	-$6.31K	0.06%	164
2019 Q2	$282K	Sell	3,995 -1,501	-27%	-$107K	0.06%	168
2019 Q1	$366K	Buy	5,496 +244	+5%	+$15.9K	0.08%	129
2018 Q4	$329K	Buy	+5,252	New	+$354K	0.07%	132

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Brandywine Oak Private Wealth's SYY Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Sysco (SYY) in Q4 2022, closing a stake of 4,255 shares — an estimated $300K sold.

Brandywine Oak Private Wealth first reported a position in SYY in Q4 2018 and held it in 11 quarters. The position peaked at $560K in Q2 2021. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,255 Sysco shares in Q4 2022, an estimated $300K.
Brandywine Oak Private Wealth first reported a position in Sysco in Q4 2018 and held it in 11 quarters.
Brandywine Oak Private Wealth's Sysco position peaked at $560K in Q2 2021.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.