Brewin Dolphin Wealth Management’s Sysco SYY Stock Holding History

Brewin Dolphin Wealth 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 Q2	$30K	Hold	350	–	–	﹤0.01%	223
2022 Q1	$29K	Hold	350	–	–	﹤0.01%	228
2021 Q4	$27K	Sell	350 -350	-50%	-$26.9K	﹤0.01%	237
2021 Q3	$55K	Hold	700	–	–	0.01%	187
2021 Q2	$54.4K	Hold	700	–	–	0.01%	183
2021 Q1	$55.1K	Hold	700	–	–	0.01%	169
2020 Q4	$52K	Hold	700	–	–	0.01%	162
2020 Q3	$43.6K	Hold	700	–	–	0.01%	170
2020 Q2	$38.3K	Hold	700	–	–	0.01%	170
2020 Q1	$31.9K	Sell	700 -402	-36%	-$27.8K	0.02%	123
2019 Q4	$94.3K	Hold	1,102	–	–	0.04%	97
2019 Q3	$87.5K	Hold	1,102	–	–	0.04%	96
2019 Q2	$77.9K	Hold	1,102	–	–	0.04%	99
2019 Q1	$73.6K	Hold	1,102	–	–	0.04%	101
2018 Q4	$69.1K	Hold	1,102	–	–	0.04%	96
2018 Q3	$80.7K	Hold	1,102	–	–	0.04%	97
2018 Q2	$75.3K	Sell	1,102 -460	-29%	-$29.4K	0.04%	98
2018 Q1	$93.7K	Hold	1,562	–	–	0.06%	93
2017 Q4	$94.9K	Hold	1,562	–	–	0.06%	89
2017 Q3	$84.3K	Buy	+1,562	New	+$81.3K	0.06%	85

Other funds holding SYY

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

TFM

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

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

Brewin Dolphin Wealth Management's SYY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Sysco (SYY) position steady in Q2 2022 at 350 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Brewin Dolphin Wealth Management first reported a position in SYY in Q3 2017 and has held it in 20 quarters since. The position peaked at $94.9K in Q4 2017. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Brewin Dolphin Wealth Management held 350 shares of Sysco worth $30K as of Q2 2022.
Brewin Dolphin Wealth Management left its Sysco share count unchanged in Q2 2022.
Sysco made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #223 holding.
Brewin Dolphin Wealth Management first reported a position in Sysco in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Sysco position peaked at $94.9K in Q4 2017.
1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.