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HighTower Trust’s Sysco SYY Stock Holding History

HighTower Trust’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 		$559K Buy
7,650
+47
+0.6% +$3.61K 0.05% 144
2022
Q4 		$585K Hold
7,603
– – 0.06% 143
2022
Q3 		$538K Sell
7,603
-14
-0.2% -$1.17K 0.06% 139
2022
Q2 		$658 Buy
7,617
+155
+2% +$13K 0.07% 127
2022
Q1 		$609K Buy
7,462
+59
+0.8% +$4.77K 0.06% 142
2021
Q4 		$582K Buy
+7,403
New +$570K 0.06% 141

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

HighTower Trust's SYY Position: Q1 2023 in Review

HighTower Trust increased its Sysco (SYY) stake by 0.62% in Q1 2023, buying an estimated $3.61K and bringing the position to 7,650 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #144.

HighTower Trust first reported a position in SYY in Q4 2021 and has held it in 6 quarters since. The position peaked at $609K in Q1 2022. 1,411 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • HighTower Trust held 7,650 shares of Sysco worth $559K as of Q1 2023.
  • HighTower Trust bought 47 Sysco shares in Q1 2023, an estimated $3.61K.
  • Sysco made up 0.05% of HighTower Trust's portfolio in Q1 2023, its #144 holding.
  • HighTower Trust first reported a position in Sysco in Q4 2021 and has held it in 6 quarters since.
  • HighTower Trust's Sysco position peaked at $609K in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.