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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return