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C.M. Bidwell & Associates’s Sysco SYY Stock Holding History

C.M. Bidwell & Associates’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
-2,903
Closed -$246K – 537
2022
Q2 		$246K Buy
+2,903
New +$243K 0.19% 88
2020
Q1 		– Sell
-95
Closed -$8K – 454
2019
Q4 		$8K Hold
95
– – 0.01% 316
2019
Q3 		$8K Hold
95
– – 0.01% 319
2019
Q2 		$7K Buy
95
+50
+111% +$3.56K 0.01% 320
2019
Q1 		$3K Hold
45
– – ﹤0.01% 355
2018
Q4 		$3K Hold
45
– – ﹤0.01% 350
2018
Q3 		$3K Hold
45
– – ﹤0.01% 344
2018
Q2 		$3K Sell
45
-6,935
-99% -$443K ﹤0.01% 365
2018
Q1 		$419K Buy
6,980
+3,625
+108% +$219K 0.38% 70
2017
Q4 		$204K Hold
3,355
– – 0.18% 157
2017
Q3 		$181K Buy
3,355
+3,310
+7,356% +$172K 0.28% 136
2017
Q2 		$2K Buy
+45
New +$2.4K ﹤0.01% 295
2017
Q1 		– Sell
-85,074
Closed -$4.71M – 287
2016
Q4 		$4.71M Buy
85,074
+73,519
+636% +$3.82M 1.11% 24
2016
Q3 		$566K Sell
11,555
-80,630
-87% -$4.14M 0.13% 94
2016
Q2 		$4.68M Sell
92,185
-4,285
-4% -$207K 1.16% 16
2016
Q1 		$4.51M Buy
+96,470
New +$4.16M 1.12% 15
2014
Q4 		– Sell
-15,370
Closed -$583K – 248
2014
Q3 		$583K Buy
+15,370
New +$574K 0.14% 95

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

C.M. Bidwell & Associates's SYY Position: Q3 2022 in Review

C.M. Bidwell & Associates sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,903 shares — an estimated $246K sold.

C.M. Bidwell & Associates first reported a position in SYY in Q3 2014 and held it in 17 quarters. The position peaked at $4.71M in Q4 2016. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • C.M. Bidwell & Associates reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,903 Sysco shares in Q3 2022, an estimated $246K.
  • C.M. Bidwell & Associates first reported a position in Sysco in Q3 2014 and held it in 17 quarters.
  • C.M. Bidwell & Associates's Sysco position peaked at $4.71M in Q4 2016.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.