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Investment Partners’s Sysco SYY Stock Holding History

Investment Partners’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
-3,484
Closed -$246K – 232
2022
Q3 		$246K Buy
3,484
+396
+13% +$33K 0.07% 222
2022
Q2 		$262K Sell
3,088
-50
-2% -$4.19K 0.13% 127
2022
Q1 		$256K Buy
3,138
+15
+0.5% +$1.21K 0.11% 141
2021
Q4 		$245K Sell
3,123
-249
-7% -$19.2K 0.1% 152
2021
Q3 		$265K Buy
3,372
+17
+0.5% +$1.3K 0.12% 142
2021
Q2 		$261K Buy
3,355
+14
+0.4% +$1.13K 0.12% 141
2021
Q1 		$263K Buy
3,341
+17
+0.5% +$1.32K 0.13% 132
2020
Q4 		$247K Buy
3,324
+18
+0.5% +$1.24K 0.13% 128
2020
Q3 		$206K Buy
+3,306
New +$192K 0.12% 127
2020
Q1 		– Sell
-3,215
Closed -$275K – 146
2019
Q4 		$275K Buy
3,215
+13
+0.4% +$1.05K 0.19% 121
2019
Q3 		$254K Buy
3,202
+14
+0.4% +$1.03K 0.19% 121
2019
Q2 		$225K Buy
3,188
+14
+0.4% +$996 0.16% 134
2019
Q1 		$212K Buy
+3,174
New +$206K 0.15% 135
2018
Q4 		– Sell
-3,146
Closed -$360 – 152
2018
Q3 		$360 Buy
3,146
+13
+0.4% +$937 0.2% 75
2018
Q2 		$214K Buy
+3,133
New +$200K 0.16% 138
2018
Q1 		– Sell
-3,454
Closed -$210K – 159
2017
Q4 		$210K Buy
+3,454
New +$196K 0.16% 144

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $34.1B AUM 20.22% 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

Investment Partners's SYY Position: Q4 2022 in Review

Investment Partners sold out of Sysco (SYY) in Q4 2022, closing a stake of 3,484 shares — an estimated $246K sold.

Investment Partners first reported a position in SYY in Q4 2017 and held it in 16 quarters. The position peaked at $275K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Investment Partners reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 3,484 Sysco shares in Q4 2022, an estimated $246K.
  • Investment Partners first reported a position in Sysco in Q4 2017 and held it in 16 quarters.
  • Investment Partners's Sysco position peaked at $275K in Q4 2019.
  • 1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.