COWA LLC’s Sysco SYY Stock Holding History

COWA LLC’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	-2,048	Closed	-$145K	–	301
2022 Q3	$145K	Buy	+2,048	New	+$171K	0.1%	127
2021 Q2	–	Sell	-2,013	Closed	-$163K	–	304
2021 Q1	$163K	Buy	2,013 +6	+0.3%	+$465	0.1%	127
2020 Q4	$153K	Buy	+2,007	New	+$138K	0.12%	127

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

COWA LLC's SYY Position: Q4 2022 in Review

COWA LLC sold out of Sysco (SYY) in Q4 2022, closing a stake of 2,048 shares — an estimated $145K sold.

COWA LLC first reported a position in SYY in Q4 2020 and held it in 3 quarters. The position peaked at $163K in Q1 2021. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

COWA LLC reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 2,048 Sysco shares in Q4 2022, an estimated $145K.
COWA LLC first reported a position in Sysco in Q4 2020 and held it in 3 quarters.
COWA LLC's Sysco position peaked at $163K in Q1 2021.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.