Lyell Wealth Management’s Sysco SYY Stock Holding History

Lyell 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
2023 Q2	–	Sell	-4,800	Closed	-$371K	–	199
2023 Q1	$371K	Sell	4,800 -200	-4%	-$15.3K	0.05%	154
2022 Q4	$382K	Hold	5,000	–	–	0.06%	148
2022 Q3	$354K	Sell	5,000 -35	-0.7%	-$2.92K	0.06%	151
2022 Q2	$429K	Buy	5,035 +20	+0.4%	+$1.68K	0.07%	140
2022 Q1	$412K	Buy	5,015 +30	+0.6%	+$2.42K	0.05%	150
2021 Q4	$392K	Sell	4,985 -154	-3%	-$11.9K	0.04%	148
2021 Q3	$406K	Hold	5,139	–	–	0.05%	140
2021 Q2	$400K	Sell	5,139 -236	-4%	-$19.1K	0.05%	144
2021 Q1	$426K	Sell	5,375 -920	-15%	-$71.3K	0.06%	134
2020 Q4	$467K	Buy	6,295 +20	+0.3%	+$1.38K	0.07%	118
2020 Q3	$390K	Hold	6,275	–	–	0.07%	103
2020 Q2	$343K	Buy	+6,275	New	+$330K	0.08%	98

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 $34.1B AUM 20.22% 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

Lyell Wealth Management's SYY Position: Q2 2023 in Review

Lyell Wealth Management sold out of Sysco (SYY) in Q2 2023, closing a stake of 4,800 shares — an estimated $371K sold.

Lyell Wealth Management first reported a position in SYY in Q2 2020 and held it in 12 quarters. The position peaked at $467K in Q4 2020. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

Lyell Wealth Management reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 4,800 Sysco shares in Q2 2023, an estimated $371K.
Lyell Wealth Management first reported a position in Sysco in Q2 2020 and held it in 12 quarters.
Lyell Wealth Management's Sysco position peaked at $467K in Q4 2020.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.