COCM
SYY icon

Charter Oak Capital Management’s Sysco SYY Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-316
Closed -$27K – 792
2022
Q2 		$27K Hold
316
– – ﹤0.01% 428
2022
Q1 		$26K Hold
316
– – ﹤0.01% 462
2021
Q4 		$25K Hold
316
– – ﹤0.01% 467
2021
Q3 		$25K Sell
316
-50
-14% -$3.81K ﹤0.01% 430
2021
Q2 		$28K Buy
366
+240
+190% +$19.4K ﹤0.01% 398
2021
Q1 		$10K Hold
126
– – ﹤0.01% 548
2020
Q4 		$9K Buy
+126
New +$8.66K ﹤0.01% 534

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

Charter Oak Capital Management's SYY Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Sysco (SYY) in Q3 2022, closing a stake of 316 shares — an estimated $27K sold.

Charter Oak Capital Management first reported a position in SYY in Q4 2020 and held it in 7 quarters. The position peaked at $28K in Q2 2021. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 316 Sysco shares in Q3 2022, an estimated $27K.
  • Charter Oak Capital Management first reported a position in Sysco in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Sysco position peaked at $28K in Q2 2021.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.