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Calton & Associates’s Sysco SYY Stock Holding History

Calton & 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
-2,481
Closed -$210K – 249
2022
Q2 		$210K Buy
+2,481
New +$208K 0.12% 206
2021
Q4 		– Sell
-2,553
Closed -$200K – 407
2021
Q3 		$200K Buy
+2,553
New +$195K 0.04% 377
2021
Q1 		– Sell
-2,890
Closed -$215K – 430
2020
Q4 		$215K Buy
+2,890
New +$199K 0.04% 349
2018
Q4 		– Sell
-3,559
Closed -$261K – 294
2018
Q3 		$261K Buy
+3,559
New +$256K 0.08% 224

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

Calton & Associates's SYY Position: Q3 2022 in Review

Calton & Associates sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,481 shares — an estimated $210K sold.

Calton & Associates first reported a position in SYY in Q3 2018 and held it in 4 quarters. The position peaked at $261K in Q3 2018. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Calton & Associates reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Calton & Associates sold 2,481 Sysco shares in Q3 2022, an estimated $210K.
  • Calton & Associates first reported a position in Sysco in Q3 2018 and held it in 4 quarters.
  • Calton & Associates's Sysco position peaked at $261K in Q3 2018.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Calton & Associates's 13F filing for Q3 2022, filed 31 Oct 2022.