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Coppell Advisory Solutions Corp’s Sysco SYY Stock Holding History

Coppell Advisory Solutions Corp’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
-130
Closed -$9.97K – 963
2022
Q4 		$9.97K Buy
+130
New +$10.5K ﹤0.01% 614

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Coppell Advisory Solutions Corp's SYY Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Sysco (SYY) in Q1 2023, closing a stake of 130 shares — an estimated $9.97K sold.

Coppell Advisory Solutions Corp first reported a position in SYY in Q4 2022 and held it in 1 quarter. The position peaked at $9.97K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 130 Sysco shares in Q1 2023, an estimated $9.97K.
  • Coppell Advisory Solutions Corp first reported a position in Sysco in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Sysco position peaked at $9.97K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.