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Cairn Investment Group’s Sysco SYY Stock Holding History

Cairn Investment Group’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
2023
Q1 		– Sell
-2,917
Closed -$223K – 71
2022
Q4 		$223K Buy
+2,917
New +$236K 0.17% 67
2021
Q2 		– Sell
-3,750
Closed -$278K – 75
2021
Q1 		$278K Hold
3,750
– – 0.23% 66
2020
Q4 		$278K Hold
3,750
– – 0.26% 63
2020
Q3 		$233K Buy
+3,750
New +$218K 0.25% 65

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cairn Investment Group's SYY Position: Q1 2023 in Review

Cairn Investment Group sold out of Sysco (SYY) in Q1 2023, closing a stake of 2,917 shares — an estimated $223K sold.

Cairn Investment Group first reported a position in SYY in Q3 2020 and held it in 4 quarters. The position peaked at $278K in Q1 2021. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Cairn Investment Group reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Cairn Investment Group sold 2,917 Sysco shares in Q1 2023, an estimated $223K.
  • Cairn Investment Group first reported a position in Sysco in Q3 2020 and held it in 4 quarters.
  • Cairn Investment Group's Sysco position peaked at $278K in Q1 2021.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Cairn Investment Group's 13F filing for Q1 2023, filed 24 Apr 2023.