LFS
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Legacy Financial Strategies’s Sysco SYY Stock Holding History

Legacy Financial Strategies’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 		– Sell
-23,040
Closed -$1.88M – 70
2022
Q1 		$1.88M Buy
23,040
+6,835
+42% +$552K 0.8% 21
2021
Q4 		$1.27M Buy
+16,205
New +$1.25M 0.55% 37
2021
Q2 		– Sell
-18,939
Closed -$1.49M – 64
2021
Q1 		$1.49M Buy
18,939
+15
+0.1% +$1.16K 0.79% 16
2020
Q4 		$1.41M Buy
18,924
+73
+0.4% +$5.02K 0.72% 16
2020
Q3 		$1.17M Buy
18,851
+839
+5% +$48.8K 0.68% 22
2020
Q2 		$985K Buy
+18,012
New +$947K 0.76% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Strategies's SYY Position: Q2 2022 in Review

Legacy Financial Strategies sold out of Sysco (SYY) in Q2 2022, closing a stake of 23,040 shares — an estimated $1.88M sold.

Legacy Financial Strategies first reported a position in SYY in Q2 2020 and held it in 6 quarters. The position peaked at $1.88M in Q1 2022. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • Legacy Financial Strategies reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Strategies sold 23,040 Sysco shares in Q2 2022, an estimated $1.88M.
  • Legacy Financial Strategies first reported a position in Sysco in Q2 2020 and held it in 6 quarters.
  • Legacy Financial Strategies's Sysco position peaked at $1.88M in Q1 2022.
  • 1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Legacy Financial Strategies's 13F filing for Q2 2022, filed 9 Aug 2022.