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SYY icon

Brightworth’s Sysco SYY Stock Holding History

Brightworth’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 		$4.32M Buy
61,094
+223
+0.4% +$18.6K 0.46% 41
2022
Q2 		$5.16M Buy
60,871
+860
+1% +$72K 0.55% 39
2022
Q1 		$4.9M Buy
60,011
+1,385
+2% +$112K 0.5% 41
2021
Q4 		$4.61M Buy
58,626
+2,807
+5% +$216K 0.42% 40
2021
Q3 		$4.38M Buy
55,819
+3,358
+6% +$256K 0.4% 40
2021
Q2 		$4.08M Buy
52,461
+5,175
+11% +$418K 0.35% 39
2021
Q1 		$3.72M Buy
47,286
+2,663
+6% +$206K 0.34% 40
2020
Q4 		$3.31M Buy
44,623
+274
+0.6% +$18.8K 0.33% 41
2020
Q3 		$2.76M Sell
44,349
-21,152
-32% -$1.23M 0.31% 40
2020
Q2 		$3.58M Sell
65,501
-22,363
-25% -$1.18M 0.5% 34
2020
Q1 		$4.01M Buy
87,864
+8,320
+10% +$576K 0.7% 30
2019
Q4 		$6.8M Buy
79,544
+1,952
+3% +$158K 1.27% 23
2019
Q3 		$6.16M Buy
77,592
+334
+0.4% +$24.5K 1.28% 25
2019
Q2 		$5.46M Buy
77,258
+2,267
+3% +$161K 1.16% 27
2019
Q1 		$5.01M Buy
74,991
+8,442
+13% +$549K 1.05% 29
2018
Q4 		$4.17M Buy
66,549
+5,228
+9% +$352K 0.96% 33
2018
Q3 		$4.49M Buy
61,321
+1,045
+2% +$75.3K 1% 34
2018
Q2 		$4.12M Buy
60,276
+19,494
+48% +$1.25M 0.99% 33
2018
Q1 		$2.44M Buy
40,782
+19,050
+88% +$1.15M 0.56% 35
2017
Q4 		$1.32M Sell
21,732
-245
-1% -$13.9K 0.3% 42
2017
Q3 		$1.19M Buy
+21,977
New +$1.14M 0.29% 41

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

Brightworth's SYY Position: Q3 2022 in Review

Brightworth increased its Sysco (SYY) stake by 0.37% in Q3 2022, buying an estimated $18.6K and bringing the position to 61,094 shares worth $4.32M. The position accounts for 0.46% of the portfolio, ranked #41.

Brightworth first reported a position in SYY in Q3 2017 and has held it in 21 quarters since. The position peaked at $6.8M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Brightworth held 61,094 shares of Sysco worth $4.32M as of Q3 2022.
  • Brightworth bought 223 Sysco shares in Q3 2022, an estimated $18.6K.
  • Sysco made up 0.46% of Brightworth's portfolio in Q3 2022, its #41 holding.
  • Brightworth first reported a position in Sysco in Q3 2017 and has held it in 21 quarters since.
  • Brightworth's Sysco position peaked at $6.8M in Q4 2019.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.