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Laurel Wealth Advisors (California)’s Sysco SYY Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$475K Hold
6,207
– – 0.05% 367
2022
Q3 		$438K Sell
6,207
-114
-2% -$9.49K 0.05% 371
2022
Q2 		$536K Hold
6,321
– – 0.05% 338
2022
Q1 		$517K Sell
6,321
-55
-0.9% -$4.45K 0.04% 398
2021
Q4 		$501K Buy
6,376
+321
+5% +$24.7K 0.04% 448
2021
Q3 		$475K Sell
6,055
-104
-2% -$7.93K 0.09% 244
2021
Q2 		$479K Sell
6,159
-846
-12% -$68.3K 0.06% 282
2021
Q1 		$552K Sell
7,005
-53
-0.8% -$4.11K 0.08% 236
2020
Q4 		$524K Buy
7,058
+148
+2% +$10.2K 0.08% 238
2020
Q3 		$430K Sell
6,910
-601
-8% -$35K 0.07% 244
2020
Q2 		$411K Sell
7,511
-895
-11% -$47.1K 0.08% 243
2020
Q1 		$383K Buy
8,406
+192
+2% +$13.3K 0.09% 235
2019
Q4 		$702K Buy
8,214
+14
+0.2% +$1.13K 0.12% 198
2019
Q3 		$651K Buy
8,200
+108
+1% +$7.93K 0.11% 206
2019
Q2 		$572K Buy
8,092
+131
+2% +$9.32K 0.13% 183
2019
Q1 		$532K Sell
7,961
-1,569
-16% -$102K 0.13% 182
2018
Q4 		$597K Sell
9,530
-515
-5% -$34.7K 0.18% 137
2018
Q3 		$735K Sell
10,045
-2,437
-20% -$176K 0.18% 128
2018
Q2 		$852K Sell
12,482
-170
-1% -$10.9K 0.23% 110
2018
Q1 		$758K Sell
12,652
-342
-3% -$20.7K 0.23% 109
2017
Q4 		$789K Buy
12,994
+2,694
+26% +$153K 0.23% 102
2017
Q3 		$555K Sell
10,300
-34
-0.3% -$1.77K 0.19% 130
2017
Q2 		$520K Buy
10,334
+116
+1% +$6.19K 0.18% 135
2017
Q1 		$530K Buy
10,218
+115
+1% +$6.09K 0.2% 123
2016
Q4 		$559K Hold
10,103
– – 0.25% 108
2016
Q3 		$495K Sell
10,103
-826
-8% -$42.4K 0.23% 113
2016
Q2 		$555K Sell
10,929
-25
-0.2% -$1.21K 0.27% 100
2016
Q1 		$512K Sell
10,954
-1,507
-12% -$65K 0.26% 99
2015
Q4 		$511K Buy
+12,461
New +$511K 0.26% 107

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Laurel Wealth Advisors (California)'s SYY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Sysco (SYY) position steady in Q4 2022 at 6,207 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #367.

Laurel Wealth Advisors (California) first reported a position in SYY in Q4 2015 and has held it in 29 quarters since. The position peaked at $852K in Q2 2018. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,207 shares of Sysco worth $475K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Sysco share count unchanged in Q4 2022.
  • Sysco made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #367 holding.
  • Laurel Wealth Advisors (California) first reported a position in Sysco in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Sysco position peaked at $852K in Q2 2018.
  • 1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.