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Monetta Financial Services’s Sysco SYY Stock Holding History

Monetta Financial Services’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
Q4 		– Sell
-7,000
Closed -$495K – 66
2022
Q3 		$495K Hold
7,000
– – 0.56% 45
2022
Q2 		$593K Buy
+7,000
New +$586K 0.62% 35
2013
Q3 		– Sell
-15,000
Closed -$512K – 71
2013
Q2 		$512K Buy
+15,000
New +$516K 0.46% 58

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Monetta Financial Services's SYY Position: Q4 2022 in Review

Monetta Financial Services sold out of Sysco (SYY) in Q4 2022, closing a stake of 7,000 shares — an estimated $495K sold.

Monetta Financial Services first reported a position in SYY in Q2 2013 and held it in 3 quarters. The position peaked at $593K in Q2 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Monetta Financial Services reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
  • Monetta Financial Services sold 7,000 Sysco shares in Q4 2022, an estimated $495K.
  • Monetta Financial Services first reported a position in Sysco in Q2 2013 and held it in 3 quarters.
  • Monetta Financial Services's Sysco position peaked at $593K in Q2 2022.
  • 1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Monetta Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.