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Enterprise Trust & Investment’s Sysco SYY Stock Holding History

Enterprise Trust & Investment’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
Q2 		$12K Buy
+147
New +$12.3K 0.01% 210
2020
Q1 		– Sell
-5,900
Closed -$505K – 199
2019
Q4 		$505K Hold
5,900
– – 0.28% 63
2019
Q3 		$468K Hold
5,900
– – 0.29% 62
2019
Q2 		$417K Buy
+5,900
New +$420K 0.26% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Enterprise Trust & Investment's SYY Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in Sysco (SYY) in Q2 2022: 147 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: Enterprise Trust & Investment previously reported a position in SYY as recently as Q4 2019.

Enterprise Trust & Investment first reported a position in SYY in Q2 2019 and has held it in 4 quarters since. The position peaked at $505K in Q4 2019. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • Enterprise Trust & Investment held 147 shares of Sysco worth $12K as of Q2 2022.
  • Sysco was a new Enterprise Trust & Investment position in Q2 2022.
  • Sysco made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #210 holding.
  • Enterprise Trust & Investment first reported a position in Sysco in Q2 2019 and has held it in 4 quarters since.
  • Enterprise Trust & Investment's Sysco position peaked at $505K in Q4 2019.
  • 1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.