Corient Capital Partners’s Sysco SYY Stock Holding History

Corient Capital Partners’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	$2.79M	Buy	32,960 +104	+0.3%	+$8.66K	0.21%	101
2022 Q2	$2.78M	Buy	32,856 +1,753	+6%	+$147K	0.21%	106
2022 Q1	$2.54M	Buy	31,103 +706	+2%	+$57.1K	0.17%	126
2021 Q4	$2.39M	Buy	30,397 +7,295	+32%	+$561K	0.16%	133
2021 Q3	$1.81M	Buy	23,102 +10,768	+87%	+$821K	0.13%	148
2021 Q2	$959K	Buy	12,334 +4,869	+65%	+$393K	0.07%	223
2021 Q1	$588K	Buy	7,465 +1,293	+21%	+$100K	0.05%	285
2020 Q4	$458K	Buy	6,172 +2,730	+79%	+$188K	0.05%	286
2020 Q3	$214K	Buy	+3,442	New	+$200K	0.02%	432
2020 Q1	–	Sell	-15,540	Closed	-$1.33M	–	478
2019 Q4	$1.33M	Buy	15,540 +1,038	+7%	+$84.1K	0.17%	136
2019 Q3	$1.15M	Buy	14,502 +2,703	+23%	+$198K	0.16%	146
2019 Q2	$835K	Buy	11,799 +6,876	+140%	+$489K	0.13%	175
2019 Q1	$329K	Buy	+4,923	New	+$320K	0.05%	272

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

Corient Capital Partners's SYY Position: Q3 2022 in Review

Corient Capital Partners increased its Sysco (SYY) stake by 0.32% in Q3 2022, buying an estimated $8.66K and bringing the position to 32,960 shares worth $2.79M. The position accounts for 0.21% of the portfolio, ranked #101.

Corient Capital Partners first reported a position in SYY in Q1 2019 and has held it in 13 quarters since. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Corient Capital Partners held 32,960 shares of Sysco worth $2.79M as of Q3 2022.
Corient Capital Partners bought 104 Sysco shares in Q3 2022, an estimated $8.66K.
Sysco made up 0.21% of Corient Capital Partners's portfolio in Q3 2022, its #101 holding.
Corient Capital Partners first reported a position in Sysco in Q1 2019 and has held it in 13 quarters since.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.