Fieldpoint Private Securities’s Sysco SYY Stock Holding History

Fieldpoint Private Securities’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	$7K	Buy	84 +45	+115%	+$3.77K	﹤0.01%	835
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	1435
2021 Q4	$3K	Sell	39 -9	-19%	-$693	﹤0.01%	1420
2021 Q3	$4K	Buy	48 +24	+100%	+$1.83K	﹤0.01%	1332
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	1413
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	1409
2020 Q4	$2K	Buy	+24	New	+$1.65K	﹤0.01%	1347
2020 Q1	–	Sell	-51	Closed	-$4K	–	522
2019 Q4	$4K	Buy	51 +29	+132%	+$2.35K	﹤0.01%	616
2019 Q3	$2K	Sell	22 -40	-65%	-$2.94K	﹤0.01%	683
2019 Q2	$4K	Buy	+62	New	+$4.41K	﹤0.01%	692

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fieldpoint Private Securities's SYY Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Sysco (SYY) stake by 115% in Q2 2022, buying an estimated $3.77K and bringing the position to 84 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Fieldpoint Private Securities first reported a position in SYY in Q2 2019 and has held it in 10 quarters since. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Fieldpoint Private Securities held 84 shares of Sysco worth $7K as of Q2 2022.
Fieldpoint Private Securities bought 45 Sysco shares in Q2 2022, an estimated $3.77K.
Sysco made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #835 holding.
Fieldpoint Private Securities first reported a position in Sysco in Q2 2019 and has held it in 10 quarters since.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.