Monterey Private Wealth’s Sysco SYY Stock Holding History

Monterey Private 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 Q3	–	Sell	-2,579	Closed	-$218K	–	106
2022 Q2	$218K	Buy	2,579 +52	+2%	+$4.36K	0.12%	91
2022 Q1	$210K	Buy	+2,527	New	+$204K	0.1%	118
2021 Q4	–	Sell	-2,516	Closed	-$203K	–	109
2021 Q3	$203K	Buy	+2,516	New	+$192K	0.11%	97
2021 Q2	–	Sell	-2,511	Closed	-$207K	–	102
2021 Q1	$207K	Buy	+2,511	New	+$195K	0.11%	93
2020 Q1	–	Sell	-2,508	Closed	-$215K	–	80
2019 Q4	$215K	Buy	+2,508	New	+$203K	0.17%	77

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Monterey Private Wealth's SYY Position: Q3 2022 in Review

Monterey Private Wealth sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,579 shares — an estimated $218K sold.

Monterey Private Wealth first reported a position in SYY in Q4 2019 and held it in 5 quarters. The position peaked at $218K in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Monterey Private Wealth reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
Monterey Private Wealth sold 2,579 Sysco shares in Q3 2022, an estimated $218K.
Monterey Private Wealth first reported a position in Sysco in Q4 2019 and held it in 5 quarters.
Monterey Private Wealth's Sysco position peaked at $218K in Q2 2022.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Monterey Private Wealth's 13F filing for Q3 2022, filed 11 Oct 2022.