Lake Point Wealth Management’s Sysco SYY Stock Holding History

Lake Point Wealth 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 Q2	$8K	Hold	90	–	–	﹤0.01%	177
2022 Q1	$7K	Hold	90	–	–	﹤0.01%	215
2021 Q4	$7K	Hold	90	–	–	﹤0.01%	228
2021 Q3	$7K	Hold	90	–	–	﹤0.01%	212
2021 Q2	$7K	Buy	+90	New	+$7.27K	﹤0.01%	220
2020 Q1	$4K	Hold	90	–	–	﹤0.01%	204
2019 Q4	$8K	Buy	+90	New	+$7.29K	﹤0.01%	303
2019 Q1	–	Sell	-3,066	Closed	-$192K	–	847
2018 Q4	$192K	Buy	+3,066	New	+$207K	0.07%	159

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Point Wealth Management's SYY Position: Q2 2022 in Review

Lake Point Wealth Management held its Sysco (SYY) position steady in Q2 2022 at 90 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Lake Point Wealth Management first reported a position in SYY in Q4 2018 and has held it in 8 quarters since. The position peaked at $192K in Q4 2018. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

Lake Point Wealth Management held 90 shares of Sysco worth $8K as of Q2 2022.
Lake Point Wealth Management left its Sysco share count unchanged in Q2 2022.
Sysco made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #177 holding.
Lake Point Wealth Management first reported a position in Sysco in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's Sysco position peaked at $192K in Q4 2018.
1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.