Coastal Bridge Advisors’s Sysco SYY Stock Holding History

Coastal Bridge 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
2022 Q3	–	Sell	-2,504	Closed	-$212K	–	183
2022 Q2	$212K	Hold	2,504	–	–	0.07%	131
2022 Q1	$204K	Sell	2,504 -3,399	-58%	-$275K	0.05%	151
2021 Q4	$449K	Buy	5,903 +3,294	+126%	+$254K	0.09%	114
2021 Q3	$205K	Hold	2,609	–	–	0.05%	131
2021 Q2	$203K	Sell	2,609 -1,025	-28%	-$82.8K	0.04%	137
2021 Q1	$286K	Buy	3,634 +235	+7%	+$18.2K	0.05%	109
2020 Q4	$252K	Sell	3,399 -330	-9%	-$22.7K	0.05%	108
2020 Q3	$232K	Sell	3,729 -562	-13%	-$32.7K	0.07%	100
2020 Q2	$235K	Sell	4,291 -324	-7%	-$17K	0.08%	112
2020 Q1	$211K	Buy	4,615 +886	+24%	+$61.3K	0.08%	113
2019 Q4	$319K	Hold	3,729	–	–	0.08%	90
2019 Q3	$296K	Hold	3,729	–	–	0.1%	101
2019 Q2	$264K	Hold	3,729	–	–	0.08%	100
2019 Q1	$249K	Hold	3,729	–	–	0.09%	103
2018 Q4	$234K	Hold	3,729	–	–	0.09%	106
2018 Q3	$273K	Hold	3,729	–	–	0.1%	100
2018 Q2	$255K	Hold	3,729	–	–	0.1%	105
2018 Q1	$224K	Hold	3,729	–	–	0.08%	110
2017 Q4	$226K	Hold	3,729	–	–	0.07%	112
2017 Q3	$201K	Buy	+3,729	New	+$194K	0.07%	116
2017 Q1	–	Sell	-3,729	Closed	-$206K	–	94
2016 Q4	$206K	Buy	+3,729	New	+$194K	0.08%	78

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Coastal Bridge Advisors's SYY Position: Q3 2022 in Review

Coastal Bridge Advisors sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,504 shares — an estimated $212K sold.

Coastal Bridge Advisors first reported a position in SYY in Q4 2016 and held it in 21 quarters. The position peaked at $449K in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Coastal Bridge Advisors reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 2,504 Sysco shares in Q3 2022, an estimated $212K.
Coastal Bridge Advisors first reported a position in Sysco in Q4 2016 and held it in 21 quarters.
Coastal Bridge Advisors's Sysco position peaked at $449K in Q4 2021.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Coastal Bridge Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.