Ironwood Financial’s Sysco SYY Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-171	Closed	-$13K	–	487
2021 Q3	$13K	Hold	171	–	–	﹤0.01%	341
2021 Q2	$13K	Hold	171	–	–	﹤0.01%	338
2021 Q1	$13K	Hold	171	–	–	﹤0.01%	315
2020 Q4	$13K	Hold	171	–	–	﹤0.01%	295
2020 Q3	$11K	Hold	171	–	–	0.01%	257
2020 Q2	$9K	Hold	171	–	–	﹤0.01%	255
2020 Q1	$8K	Hold	171	–	–	0.01%	234
2019 Q4	$15K	Hold	171	–	–	0.01%	234
2019 Q3	$14K	Hold	171	–	–	0.01%	238
2019 Q2	$12K	Hold	171	–	–	0.01%	251
2019 Q1	$11K	Hold	171	–	–	0.01%	250
2018 Q4	$11K	Buy	+171	New	+$11.5K	0.01%	233

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Ironwood Financial's SYY Position: Q4 2021 in Review

Ironwood Financial sold out of Sysco (SYY) in Q4 2021, closing a stake of 171 shares — an estimated $13K sold.

Ironwood Financial first reported a position in SYY in Q4 2018 and held it in 12 quarters. The position peaked at $15K in Q4 2019. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

Ironwood Financial reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 171 Sysco shares in Q4 2021, an estimated $13K.
Ironwood Financial first reported a position in Sysco in Q4 2018 and held it in 12 quarters.
Ironwood Financial's Sysco position peaked at $15K in Q4 2019.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.