Kula Investments’s Sysco SYY Stock Holding History

Kula Investments’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	-6,572	Closed	-$502K	–	838
2022 Q4	$502K	Buy	+6,572	New	+$531K	0.15%	208

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Kula Investments's SYY Position: Q1 2023 in Review

Kula Investments sold out of Sysco (SYY) in Q1 2023, closing a stake of 6,572 shares — an estimated $502K sold.

Kula Investments first reported a position in SYY in Q4 2022 and held it in 1 quarter. The position peaked at $502K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

Kula Investments reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 6,572 Sysco shares in Q1 2023, an estimated $502K.
Kula Investments first reported a position in Sysco in Q4 2022 and held it in 1 quarter.
Kula Investments's Sysco position peaked at $502K in Q4 2022.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.