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Freedman Financial Associates’s Sysco SYY Stock Holding History

Freedman Financial Associates’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
-608
Closed -$50K – 366
2022
Q1 		$50K Hold
608
– – 0.03% 199
2021
Q4 		$48K Hold
608
– – 0.03% 210
2021
Q3 		$48K Hold
608
– – 0.04% 205
2021
Q2 		$47K Hold
608
– – 0.04% 201
2021
Q1 		$48K Hold
608
– – 0.04% 194
2020
Q4 		$45K Buy
+608
New +$41.8K 0.04% 196

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's SYY Position: Q2 2022 in Review

Freedman Financial Associates sold out of Sysco (SYY) in Q2 2022, closing a stake of 608 shares — an estimated $50K sold.

Freedman Financial Associates first reported a position in SYY in Q4 2020 and held it in 6 quarters. The position peaked at $50K in Q1 2022. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • Freedman Financial Associates reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 608 Sysco shares in Q2 2022, an estimated $50K.
  • Freedman Financial Associates first reported a position in Sysco in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Sysco position peaked at $50K in Q1 2022.
  • 1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.