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Enlightenment Research’s Sysco SYY Stock Holding History

Enlightenment Research’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
-4,900
Closed -$346K – 80
2022
Q3 		$346K Buy
+4,900
New +$408K 0.77% 47
2020
Q2 		– Sell
-4,752
Closed -$317K – 184
2020
Q1 		$317K Buy
+4,752
New +$329K 0.34% 89
2019
Q1 		– Sell
-971
Closed -$61K – 610
2018
Q4 		$61K Buy
+971
New +$65.5K 0.08% 261

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 $37.4B AUM 35.42% 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

Enlightenment Research's SYY Position: Q4 2022 in Review

Enlightenment Research sold out of Sysco (SYY) in Q4 2022, closing a stake of 4,900 shares — an estimated $346K sold.

Enlightenment Research first reported a position in SYY in Q4 2018 and held it in 3 quarters. The position peaked at $346K in Q3 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Enlightenment Research reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 4,900 Sysco shares in Q4 2022, an estimated $346K.
  • Enlightenment Research first reported a position in Sysco in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Sysco position peaked at $346K in Q3 2022.
  • 1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.