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IronBridge Private Wealth’s Sysco SYY Stock Holding History

IronBridge Private Wealth’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
Q1 		– Sell
-101
Closed -$8K – 267
2021
Q4 		$8K Hold
101
– – ﹤0.01% 202
2021
Q3 		$8K Buy
101
+1
+1% +$76 ﹤0.01% 170
2021
Q2 		$8K Buy
+100
New +$8.07K ﹤0.01% 175

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IronBridge Private Wealth's SYY Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Sysco (SYY) in Q1 2022, closing a stake of 101 shares — an estimated $8K sold.

IronBridge Private Wealth first reported a position in SYY in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Sysco position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 101 Sysco shares in Q1 2022, an estimated $8K.
  • IronBridge Private Wealth first reported a position in Sysco in Q2 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's Sysco position peaked at $8K in Q4 2021.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.