JBJ Investment Partners’s Sysco SYY Stock Holding History

JBJ 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
2021 Q4	$361K	Sell	4,590 -2,163	-32%	-$166K	0.07%	46
2021 Q3	$530K	Hold	6,753	–	–	0.11%	44
2021 Q2	$525K	Sell	6,753 -908	-12%	-$73.3K	0.11%	43
2021 Q1	$603K	Sell	7,661 -1,748	-19%	-$136K	0.13%	38
2020 Q4	$699K	Sell	9,409 -2,012	-18%	-$138K	0.16%	38
2020 Q3	$711K	Buy	11,421 +1,507	+15%	+$87.7K	0.19%	37
2020 Q2	$542K	Buy	+9,914	New	+$521K	0.16%	44
2020 Q1	–	Sell	-2,623	Closed	-$224K	–	62
2019 Q4	$224K	Buy	+2,623	New	+$212K	0.07%	46
2019 Q2	–	Sell	-479	Closed	-$32K	–	166
2019 Q1	$32K	Buy	+479	New	+$31.2K	0.01%	121

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

JBJ Investment Partners's SYY Position: Q4 2021 in Review

JBJ Investment Partners reduced its Sysco (SYY) stake by 32% in Q4 2021, selling an estimated $166K and leaving 4,590 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #46.

JBJ Investment Partners first reported a position in SYY in Q1 2019 and has held it in 9 quarters since. The position peaked at $711K in Q3 2020. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

JBJ Investment Partners held 4,590 shares of Sysco worth $361K as of Q4 2021.
JBJ Investment Partners sold 2,163 Sysco shares in Q4 2021, an estimated $166K.
Sysco made up 0.07% of JBJ Investment Partners's portfolio in Q4 2021, its #46 holding.
JBJ Investment Partners first reported a position in Sysco in Q1 2019 and has held it in 9 quarters since.
JBJ Investment Partners's Sysco position peaked at $711K in Q3 2020.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.