Hall Private Wealth Advisors’s Sysco SYY Stock Holding History

Hall Private Wealth 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
2022 Q3	–	Sell	-6,407	Closed	-$543K	–	43
2022 Q2	$543K	Sell	6,407 -43,645	-87%	-$3.66M	0.3%	30
2022 Q1	$4.09M	Buy	50,052 +24	+0%	+$1.94K	2.18%	17
2021 Q4	$3.93M	Sell	50,028 -826	-2%	-$63.6K	2.44%	17
2021 Q3	$3.99M	Buy	50,854 +12,580	+33%	+$959K	2.55%	17
2021 Q2	$2.98M	Buy	+38,274	New	+$3.09M	1.94%	22
2020 Q4	$1.28M	Buy	+17,215	New	+$1.18M	1.05%	23

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hall Private Wealth Advisors's SYY Position: Q3 2022 in Review

Hall Private Wealth Advisors sold out of Sysco (SYY) in Q3 2022, closing a stake of 6,407 shares — an estimated $543K sold.

Hall Private Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 6 quarters. The position peaked at $4.09M in Q1 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Hall Private Wealth Advisors reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 6,407 Sysco shares in Q3 2022, an estimated $543K.
Hall Private Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 6 quarters.
Hall Private Wealth Advisors's Sysco position peaked at $4.09M in Q1 2022.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.