Burleson & Co’s Sysco SYY Stock Holding History

Burleson & Co’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	$209K	Buy	2,734 +80	+3%	+$6.46K	0.05%	122
2022 Q3	$188K	Hold	2,654	–	–	0.04%	137
2022 Q2	$225K	Sell	2,654 -9	-0.3%	-$754	0.05%	117
2022 Q1	$217K	Buy	2,663 +9	+0.3%	+$727	0.03%	133
2021 Q4	$208K	Hold	2,654	–	–	0.03%	136
2021 Q3	$208K	Hold	2,654	–	–	0.03%	128
2021 Q2	$206K	Hold	2,654	–	–	0.03%	136
2021 Q1	$209K	Buy	+2,654	New	+$206K	0.03%	127
2020 Q1	–	Sell	-2,654	Closed	-$221K	–	129
2019 Q4	$221K	Hold	2,654	–	–	0.06%	115
2019 Q3	$209K	Buy	+2,654	New	+$195K	0.07%	102

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 $37.4B AUM 35.42% 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

Burleson & Co's SYY Position: Q4 2022 in Review

Burleson & Co increased its Sysco (SYY) stake by 3% in Q4 2022, buying an estimated $6.46K and bringing the position to 2,734 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #122.

Burleson & Co first reported a position in SYY in Q3 2019 and has held it in 10 quarters since. The position peaked at $225K in Q2 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Burleson & Co held 2,734 shares of Sysco worth $209K as of Q4 2022.
Burleson & Co bought 80 Sysco shares in Q4 2022, an estimated $6.46K.
Sysco made up 0.05% of Burleson & Co's portfolio in Q4 2022, its #122 holding.
Burleson & Co first reported a position in Sysco in Q3 2019 and has held it in 10 quarters since.
Burleson & Co's Sysco position peaked at $225K in Q2 2022.
1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.