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Calamos Wealth Management’s Sysco SYY Stock Holding History

Calamos Wealth 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
2023
Q2 		– Sell
-114,546
Closed -$8.85M – 320
2023
Q1 		$8.85M Sell
114,546
-4,059
-3% -$312K 0.69% 35
2022
Q4 		$9.07M Sell
118,605
-1,307
-1% -$106K 0.7% 38
2022
Q3 		$8.48M Buy
119,912
+3,188
+3% +$266K 0.73% 33
2022
Q2 		$9.89M Buy
116,724
+2,120
+2% +$178K 0.88% 23
2022
Q1 		$9.36M Buy
114,604
+46,109
+67% +$3.73M 0.7% 36
2021
Q4 		$5.38M Buy
68,495
+521
+0.8% +$40.1K 0.39% 64
2021
Q3 		$5.34M Buy
67,974
+714
+1% +$54.5K 0.43% 63
2021
Q2 		$5.23M Sell
67,260
-5,080
-7% -$410K 0.41% 63
2021
Q1 		$5.7M Buy
72,340
+66,190
+1,076% +$5.13M 0.47% 63
2020
Q4 		$457K Sell
6,150
-566
-8% -$38.9K 0.04% 219
2020
Q3 		$418K Sell
6,716
-185
-3% -$10.8K 0.05% 205
2020
Q2 		$377K Buy
+6,901
New +$363K 0.05% 206

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Calamos Wealth Management's SYY Position: Q2 2023 in Review

Calamos Wealth Management sold out of Sysco (SYY) in Q2 2023, closing a stake of 114,546 shares — an estimated $8.85M sold.

Calamos Wealth Management first reported a position in SYY in Q2 2020 and held it in 12 quarters. The position peaked at $9.89M in Q2 2022. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Calamos Wealth Management reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Calamos Wealth Management sold 114,546 Sysco shares in Q2 2023, an estimated $8.85M.
  • Calamos Wealth Management first reported a position in Sysco in Q2 2020 and held it in 12 quarters.
  • Calamos Wealth Management's Sysco position peaked at $9.89M in Q2 2022.
  • 1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Calamos Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.