Goldstein Advisors’s Sysco SYY Stock Holding History

Goldstein Advisors’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
2023 Q1	–	Sell	-7,558	Closed	-$578K	–	168
2022 Q4	$578K	Buy	+7,558	New	+$611K	0.14%	66

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldstein Advisors's SYY Position: Q1 2023 in Review

Goldstein Advisors sold out of Sysco (SYY) in Q1 2023, closing a stake of 7,558 shares — an estimated $578K sold.

Goldstein Advisors first reported a position in SYY in Q4 2022 and held it in 1 quarter. The position peaked at $578K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

Goldstein Advisors reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
Goldstein Advisors sold 7,558 Sysco shares in Q1 2023, an estimated $578K.
Goldstein Advisors first reported a position in Sysco in Q4 2022 and held it in 1 quarter.
Goldstein Advisors's Sysco position peaked at $578K in Q4 2022.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Goldstein Advisors's 13F filing for Q1 2023, filed 9 May 2023.