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DCM Advisors’s Sysco SYY Stock Holding History

DCM 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
-5,310
Closed -$375K – 161
2022
Q3 		$375K Sell
5,310
-1,605
-23% -$134K 0.19% 123
2022
Q2 		$586K Buy
+6,915
New +$579K 0.25% 96
2021
Q2 		– Sell
-5,830
Closed -$459K – 265
2021
Q1 		$459K Buy
5,830
+830
+17% +$64.4K 0.27% 119
2020
Q4 		$371K Buy
+5,000
New +$344K 0.22% 123

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DCM Advisors's SYY Position: Q4 2022 in Review

DCM Advisors sold out of Sysco (SYY) in Q4 2022, closing a stake of 5,310 shares — an estimated $375K sold.

DCM Advisors first reported a position in SYY in Q4 2020 and held it in 4 quarters. The position peaked at $586K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • DCM Advisors reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 5,310 Sysco shares in Q4 2022, an estimated $375K.
  • DCM Advisors first reported a position in Sysco in Q4 2020 and held it in 4 quarters.
  • DCM Advisors's Sysco position peaked at $586K in Q2 2022.
  • 1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.