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Foresight Wealth Management’s Sysco SYY Stock Holding History

Foresight Wealth Management’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
-11,063
Closed -$782K – 95
2022
Q3 		$782K Buy
11,063
+488
+5% +$40.6K 0.18% 51
2022
Q2 		$896K Buy
10,575
+630
+6% +$52.8K 0.19% 49
2022
Q1 		$812K Buy
9,945
+1,813
+22% +$147K 0.15% 56
2021
Q4 		$639K Buy
8,132
+414
+5% +$31.9K 0.01% 67
2021
Q3 		$606K Sell
7,718
-553
-7% -$42.2K 0.12% 62
2021
Q2 		$643K Buy
8,271
+948
+13% +$76.6K 0.14% 66
2021
Q1 		$577K Buy
7,323
+1,604
+28% +$124K 0.15% 66
2020
Q4 		$425K Buy
+5,719
New +$393K 0.11% 73

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Foresight Wealth Management's SYY Position: Q4 2022 in Review

Foresight Wealth Management sold out of Sysco (SYY) in Q4 2022, closing a stake of 11,063 shares — an estimated $782K sold.

Foresight Wealth Management first reported a position in SYY in Q4 2020 and held it in 8 quarters. The position peaked at $896K in Q2 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Foresight Wealth Management reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 11,063 Sysco shares in Q4 2022, an estimated $782K.
  • Foresight Wealth Management first reported a position in Sysco in Q4 2020 and held it in 8 quarters.
  • Foresight Wealth Management's Sysco position peaked at $896K in Q2 2022.
  • 1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.