Chad R. Baker’s Sysco SYY Stock Holding History

Chad R. Baker’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 Q3	–	Sell	-103,185	Closed	-$7.66M	–	55
2023 Q2	$7.66M	Buy	103,185 +2,595	+3%	+$192K	1.81%	24
2023 Q1	$7.77M	Buy	100,590 +2,575	+3%	+$198K	1.97%	22
2022 Q4	$7.49M	Hold	98,015	–	–	2.1%	22
2022 Q3	$6.93M	Hold	98,015	–	–	1.97%	24
2022 Q2	$8.3M	Hold	98,015	–	–	2.31%	18
2022 Q1	$8M	Hold	98,015	–	–	1.8%	26
2021 Q4	$7.7M	Hold	98,015	–	–	1.59%	28
2021 Q3	$7.69M	Hold	98,015	–	–	1.73%	28
2021 Q2	$7.62M	Hold	98,015	–	–	1.71%	26
2021 Q1	$7.72M	Hold	98,015	–	–	1.85%	25
2020 Q4	$7.28M	Hold	98,015	–	–	1.78%	27
2020 Q3	$6.1M	Hold	98,015	–	–	1.64%	26
2020 Q2	$5.36M	Buy	+98,015	New	+$5.15M	1.61%	27

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Chad R. Baker's SYY Position: Q3 2023 in Review

Chad R. Baker sold out of Sysco (SYY) in Q3 2023, closing a stake of 103,185 shares — an estimated $7.66M sold.

Chad R. Baker first reported a position in SYY in Q2 2020 and held it in 13 quarters. The position peaked at $8.3M in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Chad R. Baker reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Chad R. Baker sold 103,185 Sysco shares in Q3 2023, an estimated $7.66M.
Chad R. Baker first reported a position in Sysco in Q2 2020 and held it in 13 quarters.
Chad R. Baker's Sysco position peaked at $8.3M in Q2 2022.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Chad R. Baker's 13F filing for Q3 2023, filed 17 Oct 2023.