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Liberty Wealth Management’s Sysco SYY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,551
Closed -$122K – 995
2021
Q3 		$122K Buy
1,551
+15
+1% +$1.14K 0.04% 249
2021
Q2 		$119K Sell
1,536
-3
-0.2% -$242 0.05% 189
2021
Q1 		$110K Hold
1,539
– – 0.05% 168
2020
Q4 		$110K Buy
1,539
+39
+3% +$2.68K 0.05% 166
2020
Q3 		$93K Buy
+1,500
New +$87.3K 0.05% 166
2020
Q1 		– Sell
-216
Closed -$18K – 987
2019
Q4 		$18K Buy
216
+14
+7% +$1.13K 0.01% 430
2019
Q3 		$16K Sell
202
-1,499
-88% -$110K 0.02% 434
2019
Q2 		$120K Buy
1,701
+1,501
+751% +$107K 0.11% 149
2019
Q1 		$13K Buy
+200
New +$13K 0.01% 400

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Liberty Wealth Management's SYY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Sysco (SYY) in Q4 2021, closing a stake of 1,551 shares — an estimated $122K sold.

Liberty Wealth Management first reported a position in SYY in Q1 2019 and held it in 9 quarters. The position peaked at $122K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,551 Sysco shares in Q4 2021, an estimated $122K.
  • Liberty Wealth Management first reported a position in Sysco in Q1 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Sysco position peaked at $122K in Q3 2021.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.