KNW
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Kesler Norman & Wride's SYY Position: Q1 2023 in Review

Kesler Norman & Wride sold out of Sysco (SYY) in Q1 2023, closing a stake of 46,701 shares — an estimated $3.57M sold.

Kesler Norman & Wride first reported a position in SYY in Q4 2020 and held it in 9 quarters. The position peaked at $3.94M in Q2 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Kesler Norman & Wride reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Kesler Norman & Wride sold 46,701 Sysco shares in Q1 2023, an estimated $3.57M.
  • Kesler Norman & Wride first reported a position in Sysco in Q4 2020 and held it in 9 quarters.
  • Kesler Norman & Wride's Sysco position peaked at $3.94M in Q2 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Kesler Norman & Wride's 13F filing for Q1 2023, filed 11 Apr 2023.