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McCollum Christoferson Group’s Sysco SYY Stock Holding History

McCollum Christoferson Group’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
Q1 		– Sell
-2,660
Closed -$203K – 66
2022
Q4 		$203K Buy
+2,660
New +$215K 0.06% 65
2022
Q3 		– Sell
-2,772
Closed -$235K – 65
2022
Q2 		$235K Hold
2,772
– – 0.07% 59
2022
Q1 		$226K Buy
2,772
+112
+4% +$9.05K 0.06% 69
2021
Q4 		$209K Hold
2,660
– – 0.05% 72
2021
Q3 		$209K Hold
2,660
– – 0.05% 72
2021
Q2 		$207K Buy
+2,660
New +$215K 0.05% 72

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

McCollum Christoferson Group's SYY Position: Q1 2023 in Review

McCollum Christoferson Group sold out of Sysco (SYY) in Q1 2023, closing a stake of 2,660 shares — an estimated $203K sold.

McCollum Christoferson Group first reported a position in SYY in Q2 2021 and held it in 6 quarters. The position peaked at $235K in Q2 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • McCollum Christoferson Group reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • McCollum Christoferson Group sold 2,660 Sysco shares in Q1 2023, an estimated $203K.
  • McCollum Christoferson Group first reported a position in Sysco in Q2 2021 and held it in 6 quarters.
  • McCollum Christoferson Group's Sysco position peaked at $235K in Q2 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on McCollum Christoferson Group's 13F filing for Q1 2023, filed 2 May 2023.