Fortitude Advisory Group’s Sysco SYY Stock Holding History

Fortitude Advisory Group’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	–	Sell	-3,203	Closed	-$262K	–	1152
2022 Q1	$262K	Sell	3,203 -257	-7%	-$20.8K	0.14%	154
2021 Q4	$272K	Buy	+3,460	New	+$266K	0.14%	145

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

Fortitude Advisory Group's SYY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Sysco (SYY) in Q2 2022, closing a stake of 3,203 shares — an estimated $262K sold.

Fortitude Advisory Group first reported a position in SYY in Q4 2021 and held it in 2 quarters. The position peaked at $272K in Q4 2021. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Fortitude Advisory Group reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 3,203 Sysco shares in Q2 2022, an estimated $262K.
Fortitude Advisory Group first reported a position in Sysco in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Sysco position peaked at $272K in Q4 2021.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.