Intersect Capital’s Sysco SYY Stock Holding History

Intersect Capital’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 Q2	$503K	Buy	5,936 +244	+4%	+$20.4K	0.15%	149
2022 Q1	$465K	Buy	5,692 +9	+0.2%	+$727	0.09%	208
2021 Q4	$446K	Sell	5,683 -3,216	-36%	-$248K	0.08%	219
2021 Q3	$699K	Sell	8,899 -186	-2%	-$14.2K	0.12%	139
2021 Q2	$706K	Buy	9,085 +117	+1%	+$9.45K	0.12%	138
2021 Q1	$706K	Hold	8,968	–	–	0.14%	121
2020 Q4	$666K	Buy	8,968 +72	+0.8%	+$4.95K	0.15%	111
2020 Q3	$553K	Buy	8,896 +375	+4%	+$21.8K	0.15%	106
2020 Q2	$466K	Sell	8,521 -1,433	-14%	-$75.3K	0.15%	99
2020 Q1	$454K	Sell	9,954 -2,041	-17%	-$141K	0.18%	96
2019 Q4	$1.03M	Sell	11,995 -86	-0.7%	-$6.97K	0.34%	58
2019 Q3	$959K	Buy	12,081 +4	+0%	+$294	0.36%	58
2019 Q2	$854K	Sell	12,077 -141	-1%	-$10K	0.33%	62
2019 Q1	$816K	Buy	12,218 +5	+0%	+$325	0.34%	64
2018 Q4	$765K	Buy	12,213 +4	+0%	+$270	0.37%	56
2018 Q3	$894K	Sell	12,209 -227	-2%	-$16.4K	0.39%	54
2018 Q2	$849K	Buy	12,436 +438	+4%	+$28K	0.41%	52
2018 Q1	$719K	Sell	11,998 -2,617	-18%	-$158K	0.38%	54
2017 Q4	$888K	Buy	14,615 +3	+0%	+$170	0.48%	45
2017 Q3	$788K	Buy	14,612 +3	+0%	+$156	0.45%	50
2017 Q2	$735K	Buy	14,609 +5,529	+61%	+$295K	0.44%	50
2017 Q1	$471K	Sell	9,080 -6,192	-41%	-$328K	0.41%	53
2016 Q4	$846K	Sell	15,272 -397	-3%	-$20.6K	0.63%	39
2016 Q3	$768K	Sell	15,669 -5,351	-25%	-$275K	0.61%	38
2016 Q2	$1.07M	Sell	21,020 -400	-2%	-$19.4K	0.64%	39
2016 Q1	$1M	Buy	21,420 +4,521	+27%	+$195K	0.63%	39
2015 Q4	$693K	Hold	16,899	–	–	0.6%	38
2015 Q3	$659K	Sell	16,899 -640	-4%	-$24.4K	0.61%	40
2015 Q2	$633K	Hold	17,539	–	–	0.54%	46
2015 Q1	$649K	Buy	17,539 +190	+1%	+$7.49K	0.5%	41
2014 Q4	$689K	Buy	+17,349	New	+$673K	0.58%	37

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

Intersect Capital's SYY Position: Q2 2022 in Review

Intersect Capital increased its Sysco (SYY) stake by 4.3% in Q2 2022, buying an estimated $20.4K and bringing the position to 5,936 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #149.

Intersect Capital first reported a position in SYY in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.07M in Q2 2016. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Intersect Capital held 5,936 shares of Sysco worth $503K as of Q2 2022.
Intersect Capital bought 244 Sysco shares in Q2 2022, an estimated $20.4K.
Sysco made up 0.15% of Intersect Capital's portfolio in Q2 2022, its #149 holding.
Intersect Capital first reported a position in Sysco in Q4 2014 and has held it in 31 quarters since.
Intersect Capital's Sysco position peaked at $1.07M in Q2 2016.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.