Cornerstone Advisors’s Sysco SYY Stock Holding History

Cornerstone 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 Q4	–	Sell	-44,000	Closed	-$3.11M	–	203
2022 Q3	$3.11M	Buy	+44,000	New	+$3.66M	0.15%	138
2022 Q1	–	Sell	-43,000	Closed	-$3.38M	–	179
2021 Q4	$3.38M	Hold	43,000	–	–	0.18%	125
2021 Q3	$3.38M	Hold	43,000	–	–	0.2%	125
2021 Q2	$3.34M	Buy	+43,000	New	+$3.47M	0.2%	135
2020 Q2	–	Sell	-16,000	Closed	-$730K	–	220
2020 Q1	$730K	Sell	16,000 -32,500	-67%	-$2.25M	0.08%	147
2019 Q4	$4.15M	Buy	+48,500	New	+$3.93M	0.34%	87
2019 Q1	$3.24M	Hold	48,500	–	–	0.26%	101
2018 Q4	$3.04M	Hold	48,500	–	–	0.27%	102
2018 Q3	$3.55M	Buy	48,500 +19,000	+64%	+$1.37M	0.26%	108
2018 Q2	$2.02M	Hold	29,500	–	–	0.24%	116
2018 Q1	$1.77M	Hold	29,500	–	–	0.21%	132
2017 Q4	$1.79M	Hold	29,500	–	–	0.2%	140
2017 Q3	$1.59M	Buy	29,500 +24,500	+490%	+$1.27M	0.18%	151
2017 Q2	$252K	Buy	+5,000	New	+$267K	0.05%	224
2017 Q1	–	Sell	-14,300	Closed	-$792K	–	264
2016 Q4	$792K	Buy	14,300 +6,000	+72%	+$312K	0.15%	149
2016 Q3	$407K	Buy	8,300 +2,000	+32%	+$103K	0.1%	160
2016 Q2	$320K	Buy	+6,300	New	+$305K	0.08%	185

Other funds holding SYY

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Cornerstone Advisors's SYY Position: Q4 2022 in Review

Cornerstone Advisors sold out of Sysco (SYY) in Q4 2022, closing a stake of 44,000 shares — an estimated $3.11M sold.

Cornerstone Advisors first reported a position in SYY in Q2 2016 and held it in 17 quarters. The position peaked at $4.15M in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Cornerstone Advisors reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Cornerstone Advisors sold 44,000 Sysco shares in Q4 2022, an estimated $3.11M.
Cornerstone Advisors first reported a position in Sysco in Q2 2016 and held it in 17 quarters.
Cornerstone Advisors's Sysco position peaked at $4.15M in Q4 2019.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Cornerstone Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.