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BTR Capital Management’s Sysco SYY Stock Holding History

BTR Capital 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 		– Sell
-2,730
Closed -$233K – 166
2022
Q2 		$233K Hold
2,730
– – 0.03% 149
2022
Q1 		$223K Hold
2,730
– – 0.03% 158
2021
Q4 		$214K Hold
2,730
– – 0.02% 164
2021
Q3 		$214K Hold
2,730
– – 0.03% 160
2021
Q2 		$212K Hold
2,730
– – 0.03% 163
2021
Q1 		$215K Hold
2,730
– – 0.03% 163
2020
Q4 		$203K Buy
+2,730
New +$188K 0.03% 166
2020
Q1 		– Sell
-2,700
Closed -$231K – 163
2019
Q4 		$231K Hold
2,700
– – 0.04% 147
2019
Q3 		$214K Buy
+2,700
New +$198K 0.04% 155

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

BTR Capital Management's SYY Position: Q3 2022 in Review

BTR Capital Management sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,730 shares — an estimated $233K sold.

BTR Capital Management first reported a position in SYY in Q3 2019 and held it in 9 quarters. The position peaked at $233K in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • BTR Capital Management reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • BTR Capital Management sold 2,730 Sysco shares in Q3 2022, an estimated $233K.
  • BTR Capital Management first reported a position in Sysco in Q3 2019 and held it in 9 quarters.
  • BTR Capital Management's Sysco position peaked at $233K in Q2 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.