Kings Point Capital Management’s Sysco SYY Stock Holding History

Kings Point Capital Management’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	$15.7M	Buy	192,512 +190,677	+10,391%	+$15.4M	1.37%	24
2021 Q4	$144K	Hold	1,835	–	–	0.01%	253
2021 Q3	$144K	Sell	1,835 -200	-10%	-$15.3K	0.01%	234
2021 Q2	$158K	Hold	2,035	–	–	0.01%	227
2021 Q1	$160K	Sell	2,035 -13	-0.6%	-$1.01K	0.02%	217
2020 Q4	$152K	Buy	2,048 +13	+0.6%	+$894	0.02%	208
2020 Q3	$127K	Buy	2,035 +1,775	+683%	+$103K	0.02%	214
2020 Q2	$14K	Hold	260	–	–	﹤0.01%	406
2020 Q1	$12K	Sell	260 -355	-58%	-$24.6K	﹤0.01%	428
2019 Q4	$53K	Hold	615	–	–	0.01%	308
2019 Q3	$49K	Hold	615	–	–	0.01%	303
2019 Q2	$43K	Hold	615	–	–	0.01%	274
2019 Q1	$41K	Hold	615	–	–	0.01%	249
2018 Q4	$39K	Hold	615	–	–	0.01%	247
2018 Q3	$45K	Hold	615	–	–	0.01%	252
2018 Q2	$42K	Hold	615	–	–	0.01%	256
2018 Q1	$37K	Buy	615 +65	+12%	+$3.94K	0.01%	268
2017 Q4	$33K	Buy	+550	New	+$31.2K	0.01%	271
2016 Q1	–	Sell	-965	Closed	-$40K	–	339
2015 Q4	$40K	Hold	965	–	–	0.01%	229
2015 Q3	$38K	Buy	+965	New	+$36.8K	0.01%	250

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kings Point Capital Management's SYY Position: Q1 2022 in Review

Kings Point Capital Management increased its Sysco (SYY) stake by 10,391% in Q1 2022, buying an estimated $15.4M and bringing the position to 192,512 shares worth $15.7M. The position accounts for 1.37% of the portfolio, ranked #24.

Kings Point Capital Management first reported a position in SYY in Q3 2015 and has held it in 20 quarters since. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

Kings Point Capital Management held 192,512 shares of Sysco worth $15.7M as of Q1 2022.
Kings Point Capital Management bought 190,677 Sysco shares in Q1 2022, an estimated $15.4M.
Sysco made up 1.37% of Kings Point Capital Management's portfolio in Q1 2022, its #24 holding.
Kings Point Capital Management first reported a position in Sysco in Q3 2015 and has held it in 20 quarters since.
1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.