Kesler Norman & Wride’s Sysco SYY Stock Holding History

Kesler Norman & Wride’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
2023 Q1	–	Sell	-46,701	Closed	-$3.57M	–	158
2022 Q4	$3.57M	Sell	46,701 -537	-1%	-$43.4K	0.92%	40
2022 Q3	$3.34M	Buy	47,238 +753	+2%	+$62.7K	0.93%	38
2022 Q2	$3.94M	Buy	46,485 +2,333	+5%	+$195K	1.09%	30
2022 Q1	$3.6M	Buy	44,152 +2,064	+5%	+$167K	0.8%	59
2021 Q4	$3.31M	Buy	42,088 +2,796	+7%	+$215K	0.7%	61
2021 Q3	$3.08M	Buy	39,292 +1,051	+3%	+$80.2K	0.73%	61
2021 Q2	$2.84M	Buy	38,241 +1,976	+5%	+$160K	0.65%	63
2021 Q1	$2.85M	Buy	36,265 +412	+1%	+$31.9K	0.71%	61
2020 Q4	$2.66M	Buy	+35,853	New	+$2.47M	0.74%	58

Other funds holding SYY

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $60.7B AUM 22.47% 1-Year Est. Return