Lumature Wealth Partners’s Sysco SYY Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$241K	Sell	3,246 -5	-0.2%	-$370	0.14%	140
2023 Q1	$251K	Buy	3,251 +134	+4%	+$10.3K	0.14%	130
2022 Q4	$238K	Sell	3,117 -83	-3%	-$6.71K	0.13%	130
2022 Q3	$226K	Buy	3,200 +136	+4%	+$11.3K	0.12%	134
2022 Q2	$260K	Buy	3,064 +31	+1%	+$2.6K	0.12%	128
2022 Q1	$248K	Buy	3,033 +2,952	+3,644%	+$239K	0.1%	142
2021 Q4	$6K	Hold	81	–	–	﹤0.01%	363
2021 Q3	$6K	Hold	81	–	–	﹤0.01%	367
2021 Q2	$6K	Hold	81	–	–	﹤0.01%	319
2021 Q1	$6K	Buy	+81	New	+$6.28K	﹤0.01%	307

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lumature Wealth Partners's SYY Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Sysco (SYY) stake by 0.15% in Q2 2023, selling an estimated $370 and leaving 3,246 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #140.

Lumature Wealth Partners first reported a position in SYY in Q1 2021 and has held it in 10 quarters since. The position peaked at $260K in Q2 2022. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

Lumature Wealth Partners held 3,246 shares of Sysco worth $241K as of Q2 2023.
Lumature Wealth Partners sold 5 Sysco shares in Q2 2023, an estimated $370.
Sysco made up 0.14% of Lumature Wealth Partners's portfolio in Q2 2023, its #140 holding.
Lumature Wealth Partners first reported a position in Sysco in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Sysco position peaked at $260K in Q2 2022.
1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.