Catalyst Wealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.24M Buy
16,116
+678
+4% +$52K 1.17% 33
2022
Q4
$1.18M Buy
+15,438
New +$1.25M 1.11% 33

Other funds holding SYY

Catalyst Wealth Management's SYY Position: Q1 2023 in Review

Catalyst Wealth Management increased its Sysco (SYY) stake by 4.4% in Q1 2023, buying an estimated $52K and bringing the position to 16,116 shares worth $1.24M. The position accounts for 1.17% of the portfolio, ranked #33.

Catalyst Wealth Management first reported a position in SYY in Q4 2022 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Catalyst Wealth Management held 16,116 shares of Sysco worth $1.24M as of Q1 2023.
  • Catalyst Wealth Management bought 678 Sysco shares in Q1 2023, an estimated $52K.
  • Sysco made up 1.17% of Catalyst Wealth Management's portfolio in Q1 2023, its #33 holding.
  • Catalyst Wealth Management first reported a position in Sysco in Q4 2022 and has held it in 2 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.