DHGWA
SYY icon

Dixon Hughes Goodman Wealth Advisors’s Sysco SYY Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$67K Buy
815
+666
+447% +$53.8K 0.02% 280
2021
Q4 		$12K Buy
+149
New +$11.5K ﹤0.01% 440

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SYY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Sysco (SYY) stake by 447% in Q1 2022, buying an estimated $53.8K and bringing the position to 815 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #280.

Dixon Hughes Goodman Wealth Advisors first reported a position in SYY in Q4 2021 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 815 shares of Sysco worth $67K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 666 Sysco shares in Q1 2022, an estimated $53.8K.
  • Sysco made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #280 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Sysco in Q4 2021 and has held it in 2 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.