Lenox Wealth Advisors’s Sysco SYY Stock Holding History

Lenox Wealth Advisors’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	$12K	Buy	145 +12	+9%	+$970	﹤0.01%	460
2021 Q4	$10K	Buy	133 +11	+9%	+$847	﹤0.01%	515
2021 Q3	$10K	Hold	122	–	–	﹤0.01%	473
2021 Q2	$9K	Buy	+122	New	+$9.85K	﹤0.01%	494

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

Lenox Wealth Advisors's SYY Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Sysco (SYY) stake by 9% in Q1 2022, buying an estimated $970 and bringing the position to 145 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Lenox Wealth Advisors first reported a position in SYY in Q2 2021 and has held it in 4 quarters since. 1,413 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

Lenox Wealth Advisors held 145 shares of Sysco worth $12K as of Q1 2022.
Lenox Wealth Advisors bought 12 Sysco shares in Q1 2022, an estimated $970.
Sysco made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #460 holding.
Lenox Wealth Advisors first reported a position in Sysco in Q2 2021 and has held it in 4 quarters since.
1,413 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.