Highland Private Wealth Management’s Sysco SYY Stock Holding History

Highland Private 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 Q4	–	Sell	-3,031	Closed	-$214K	–	143
2022 Q3	$214K	Sell	3,031 -168	-5%	-$14K	0.03%	173
2022 Q2	$270K	Buy	3,199 +246	+8%	+$20.6K	0.04%	143
2022 Q1	$241K	Buy	2,953 +36	+1%	+$2.91K	0.03%	163
2021 Q4	$229K	Sell	2,917 -192	-6%	-$14.8K	0.03%	169
2021 Q3	$244K	Sell	3,109 -366	-11%	-$27.9K	0.03%	155
2021 Q2	$270K	Buy	3,475 +30	+0.9%	+$2.42K	0.04%	139
2021 Q1	$271K	Buy	3,445 +43	+1%	+$3.33K	0.04%	125
2020 Q4	$252K	Buy	3,402 +87	+3%	+$5.98K	0.04%	124
2020 Q3	$207K	Buy	+3,315	New	+$193K	0.04%	126

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Highland Private Wealth Management's SYY Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Sysco (SYY) in Q4 2022, closing a stake of 3,031 shares — an estimated $214K sold.

Highland Private Wealth Management first reported a position in SYY in Q3 2020 and held it in 9 quarters. The position peaked at $271K in Q1 2021. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Highland Private Wealth Management reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 3,031 Sysco shares in Q4 2022, an estimated $214K.
Highland Private Wealth Management first reported a position in Sysco in Q3 2020 and held it in 9 quarters.
Highland Private Wealth Management's Sysco position peaked at $271K in Q1 2021.
1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.