Frontier Wealth Management’s Sysco SYY Stock Holding History

Frontier 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 Q2	$227K	Sell	2,685 -459	-15%	-$38.4K	0.02%	344
2022 Q1	$266K	Hold	3,144	–	–	﹤0.01%	328
2021 Q4	$247K	Sell	3,144 -500	-14%	-$38.5K	0.02%	358
2021 Q3	$286K	Buy	3,644 +700	+24%	+$53.4K	0.02%	340
2021 Q2	$229K	Buy	+2,944	New	+$238K	0.02%	383
2019 Q4	–	Sell	-2,567	Closed	-$204K	–	323
2019 Q3	$204K	Buy	+2,567	New	+$188K	0.03%	282
2018 Q4	–	Sell	-3,313	Closed	-$243K	–	405
2018 Q3	$243K	Buy	+3,313	New	+$239K	0.02%	337

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frontier Wealth Management's SYY Position: Q2 2022 in Review

Frontier Wealth Management reduced its Sysco (SYY) stake by 15% in Q2 2022, selling an estimated $38.4K and leaving 2,685 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #344.

Frontier Wealth Management first reported a position in SYY in Q3 2018 and has held it in 7 quarters since. The position peaked at $286K in Q3 2021. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Frontier Wealth Management held 2,685 shares of Sysco worth $227K as of Q2 2022.
Frontier Wealth Management sold 459 Sysco shares in Q2 2022, an estimated $38.4K.
Sysco made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #344 holding.
Frontier Wealth Management first reported a position in Sysco in Q3 2018 and has held it in 7 quarters since.
Frontier Wealth Management's Sysco position peaked at $286K in Q3 2021.
1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.