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Founders Financial Alliance’s Sysco SYY Stock Holding History

Founders Financial Alliance’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
-2,716
Closed -$222K – 544
2022
Q1 		$222K Sell
2,716
-149
-5% -$12K 0.1% 197
2021
Q4 		$225K Hold
2,865
– – 0.09% 230
2021
Q3 		$225K Sell
2,865
-140
-5% -$10.7K 0.11% 200
2021
Q2 		$234K Buy
3,005
+38
+1% +$3.07K 0.11% 205
2021
Q1 		$247K Sell
2,967
-224
-7% -$17.4K 0.12% 187
2020
Q4 		$237K Buy
3,191
+257
+9% +$17.7K 0.13% 168
2020
Q3 		$186K Buy
+2,934
New +$171K 0.11% 171

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Founders Financial Alliance's SYY Position: Q2 2022 in Review

Founders Financial Alliance sold out of Sysco (SYY) in Q2 2022, closing a stake of 2,716 shares — an estimated $222K sold.

Founders Financial Alliance first reported a position in SYY in Q3 2020 and held it in 7 quarters. The position peaked at $247K in Q1 2021. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • Founders Financial Alliance reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 2,716 Sysco shares in Q2 2022, an estimated $222K.
  • Founders Financial Alliance first reported a position in Sysco in Q3 2020 and held it in 7 quarters.
  • Founders Financial Alliance's Sysco position peaked at $247K in Q1 2021.
  • 1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Founders Financial Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.