FWM
SYY icon

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 $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 $34.1B AUM 20.22% 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