Meristem Family Wealth’s Sysco SYY Stock Holding History

Meristem Family Wealth’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	$399K	Hold	4,885	–	–	0.04%	218
2021 Q4	$384K	Sell	4,885 -2,051	-30%	-$158K	0.03%	264
2021 Q3	$544K	Buy	6,936 +2,060	+42%	+$157K	0.05%	216
2021 Q2	$379K	Buy	4,876 +1,419	+41%	+$115K	0.06%	212
2021 Q1	$272K	Hold	3,457	–	–	0.05%	190
2020 Q4	$257K	Buy	3,457 +110	+3%	+$7.56K	0.05%	188
2020 Q3	$208K	Buy	+3,347	New	+$195K	0.05%	184
2020 Q1	–	Sell	-3,443	Closed	-$295K	–	208
2019 Q4	$295K	Buy	3,443 +81	+2%	+$6.56K	0.07%	147
2019 Q3	$267K	Buy	3,362 +15	+0.4%	+$1.1K	0.07%	157
2019 Q2	$237K	Hold	3,347	–	–	0.07%	141
2019 Q1	$223K	Sell	3,347 -10	-0.3%	-$651	0.08%	130
2018 Q4	$210K	Buy	3,357 +10	+0.3%	+$674	0.08%	118
2018 Q3	$245K	Hold	3,347	–	–	0.08%	125
2018 Q2	$229K	Hold	3,347	–	–	0.08%	123
2018 Q1	$201K	Hold	3,347	–	–	0.07%	124
2017 Q4	$203K	Buy	+3,347	New	+$190K	0.07%	119

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meristem Family Wealth's SYY Position: Q1 2022 in Review

Meristem Family Wealth held its Sysco (SYY) position steady in Q1 2022 at 4,885 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #218.

Meristem Family Wealth first reported a position in SYY in Q4 2017 and has held it in 16 quarters since. The position peaked at $544K in Q3 2021. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

Meristem Family Wealth held 4,885 shares of Sysco worth $399K as of Q1 2022.
Meristem Family Wealth left its Sysco share count unchanged in Q1 2022.
Sysco made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #218 holding.
Meristem Family Wealth first reported a position in Sysco in Q4 2017 and has held it in 16 quarters since.
Meristem Family Wealth's Sysco position peaked at $544K in Q3 2021.
1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.