Heritage Financial Services’s Sysco SYY Stock Holding History

Heritage Financial Services’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	-1,755	Closed	-$148K	–	420
2022 Q2	$148K	Buy	+1,755	New	+$147K	0.08%	86

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

Heritage Financial Services's SYY Position: Q3 2022 in Review

Heritage Financial Services sold out of Sysco (SYY) in Q3 2022, closing a stake of 1,755 shares — an estimated $148K sold.

Heritage Financial Services first reported a position in SYY in Q2 2022 and held it in 1 quarter. The position peaked at $148K in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Heritage Financial Services reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 1,755 Sysco shares in Q3 2022, an estimated $148K.
Heritage Financial Services first reported a position in Sysco in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Sysco position peaked at $148K in Q2 2022.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.