Cerro Pacific Wealth Advisors’s Sysco SYY Stock Holding History

Cerro Pacific Wealth Advisors’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	-3,418	Closed	-$261K	–	165
2022 Q4	$261K	Buy	3,418 +12	+0.4%	+$969	0.14%	140
2022 Q3	$241K	Sell	3,406 -1,724	-34%	-$144K	0.15%	134
2022 Q2	$435K	Sell	5,130 -1,027	-17%	-$86K	0.27%	99
2022 Q1	$503K	Sell	6,157 -532	-8%	-$43K	0.31%	94
2021 Q4	$525K	Sell	6,689 -713	-10%	-$54.9K	0.33%	87
2021 Q3	$581K	Sell	7,402 -2,622	-26%	-$200K	0.42%	79
2021 Q2	$779K	Buy	+10,024	New	+$809K	0.58%	54
2020 Q4	$999K	Buy	+13,449	New	+$925K	0.6%	51

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cerro Pacific Wealth Advisors's SYY Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors sold out of Sysco (SYY) in Q1 2023, closing a stake of 3,418 shares — an estimated $261K sold.

Cerro Pacific Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 8 quarters. The position peaked at $999K in Q4 2020. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

Cerro Pacific Wealth Advisors reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 3,418 Sysco shares in Q1 2023, an estimated $261K.
Cerro Pacific Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 8 quarters.
Cerro Pacific Wealth Advisors's Sysco position peaked at $999K in Q4 2020.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.