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Clark Capital Management Group’s Sysco SYY Stock Holding History

Clark Capital Management Group’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
-4,734
Closed -$362K – 375
2022
Q4 		$362K Sell
4,734
-2,540
-35% -$205K ﹤0.01% 312
2022
Q3 		$514K Buy
7,274
+14
+0.2% +$1.17K 0.01% 286
2022
Q2 		$615K Buy
+7,260
New +$608K 0.01% 256
2022
Q1 		– Sell
-318,031
Closed -$25M – 404
2021
Q4 		$25M Buy
318,031
+8,038
+3% +$619K 0.31% 138
2021
Q3 		$24.3M Buy
309,993
+8,720
+3% +$665K 0.33% 130
2021
Q2 		$23.4M Buy
301,273
+6,804
+2% +$549K 0.33% 135
2021
Q1 		$23.2M Buy
+294,469
New +$22.8M 0.35% 119
2018
Q1 		– Sell
-4,455
Closed -$271K – 307
2017
Q4 		$271K Buy
+4,455
New +$252K 0.01% 255
2016
Q2 		– Sell
-5,659
Closed -$264K – 350
2016
Q1 		$264K Sell
5,659
-594
-9% -$25.6K 0.02% 284
2015
Q4 		$256K Sell
6,253
-146
-2% -$5.99K 0.02% 278
2015
Q3 		$249K Sell
6,399
-4
-0.1% -$153 0.02% 275
2015
Q2 		$231K Sell
6,403
-271
-4% -$10.1K 0.02% 298
2015
Q1 		$252K Sell
6,674
-335
-5% -$13.2K 0.02% 290
2014
Q4 		$278K Sell
7,009
-452
-6% -$17.5K 0.03% 260
2014
Q3 		$283K Buy
7,461
+163
+2% +$6.08K 0.02% 243
2014
Q2 		$273K Sell
7,298
-30
-0.4% -$1.1K 0.02% 267
2014
Q1 		$265K Sell
7,328
-262
-3% -$9.41K 0.02% 287
2013
Q4 		$274K Sell
7,590
-1,238
-14% -$41.8K 0.02% 280
2013
Q3 		$281K Buy
8,828
+42
+0.5% +$1.41K 0.02% 286
2013
Q2 		$300K Buy
+8,786
New +$302K 0.03% 260

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Clark Capital Management Group's SYY Position: Q1 2023 in Review

Clark Capital Management Group sold out of Sysco (SYY) in Q1 2023, closing a stake of 4,734 shares — an estimated $362K sold.

Clark Capital Management Group first reported a position in SYY in Q2 2013 and held it in 20 quarters. The position peaked at $25M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Clark Capital Management Group reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Clark Capital Management Group sold 4,734 Sysco shares in Q1 2023, an estimated $362K.
  • Clark Capital Management Group first reported a position in Sysco in Q2 2013 and held it in 20 quarters.
  • Clark Capital Management Group's Sysco position peaked at $25M in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Clark Capital Management Group's 13F filing for Q1 2023, filed 15 May 2023.