CL
SYY icon

CPWM LLC’s Sysco SYY Stock Holding History

CPWM 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
Q3 		$233K Sell
3,290
-405
-11% -$33.7K 0.02% 294
2022
Q2 		$313K Buy
3,695
+429
+13% +$35.9K 0.03% 303
2022
Q1 		$267K Sell
3,266
-143
-4% -$11.6K 0.02% 293
2021
Q4 		$268K Hold
3,409
– – 0.02% 294
2021
Q3 		$268K Sell
3,409
-37
-1% -$2.82K 0.02% 246
2021
Q2 		$268K Buy
3,446
+41
+1% +$3.31K 0.02% 258
2021
Q1 		$268K Sell
3,405
-362
-10% -$28.1K 0.02% 277
2020
Q4 		$280K Buy
3,767
+542
+17% +$37.3K 0.03% 258
2020
Q3 		$201K Buy
+3,225
New +$188K 0.02% 265
2020
Q1 		– Sell
-3,313
Closed -$283K – 277
2019
Q4 		$283K Buy
3,313
+433
+15% +$35.1K 0.03% 230
2019
Q3 		$229K Buy
+2,880
New +$211K 0.03% 250
2018
Q4 		– Sell
-2,823
Closed -$207K – 289
2018
Q3 		$207K Sell
2,823
-6,285
-69% -$453K 0.03% 283
2018
Q2 		$622K Sell
9,108
-2,944
-24% -$188K 0.09% 150
2018
Q1 		$723K Buy
+12,052
New +$730K 0.11% 141

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CPWM LLC's SYY Position: Q3 2022 in Review

CPWM LLC reduced its Sysco (SYY) stake by 11% in Q3 2022, selling an estimated $33.7K and leaving 3,290 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #294.

CPWM LLC first reported a position in SYY in Q1 2018 and has held it in 14 quarters since. The position peaked at $723K in Q1 2018. 1,393 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • CPWM LLC held 3,290 shares of Sysco worth $233K as of Q3 2022.
  • CPWM LLC sold 405 Sysco shares in Q3 2022, an estimated $33.7K.
  • Sysco made up 0.02% of CPWM LLC's portfolio in Q3 2022, its #294 holding.
  • CPWM LLC first reported a position in Sysco in Q1 2018 and has held it in 14 quarters since.
  • CPWM LLC's Sysco position peaked at $723K in Q1 2018.
  • 1,393 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.