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Moody Lynn & Lieberson’s Sysco SYY Stock Holding History

Moody Lynn & Lieberson’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
-2,728
Closed -$231K – 231
2022
Q2 		$231K Buy
+2,728
New +$228K 0.02% 203
2020
Q1 		– Sell
-189,225
Closed -$16.2M – 198
2019
Q4 		$16.2M Sell
189,225
-1,703
-0.9% -$138K 1.56% 21
2019
Q3 		$15.2M Buy
190,928
+215
+0.1% +$15.8K 1.69% 18
2019
Q2 		$13.5M Sell
190,713
-1,132
-0.6% -$80.6K 1.48% 26
2019
Q1 		$12.8M Buy
191,845
+12,469
+7% +$811K 1.47% 27
2018
Q4 		$11.2M Sell
179,376
-1,675
-0.9% -$113K 1.51% 24
2018
Q3 		$13.3M Buy
181,051
+8,403
+5% +$605K 1.41% 24
2018
Q2 		$11.8M Buy
172,648
+225
+0.1% +$14.4K 1.39% 28
2018
Q1 		$10.3M Sell
172,423
-847
-0.5% -$51.3K 1.25% 32
2017
Q4 		$11M Buy
173,270
+57,955
+50% +$3.28M 1.17% 34
2017
Q3 		$6.22M Buy
115,315
+19,303
+20% +$1M 0.76% 43
2017
Q2 		$4.83M Buy
96,012
+10,762
+13% +$575K 0.63% 51
2017
Q1 		$4.43M Sell
85,250
-27,361
-24% -$1.45M 0.62% 54
2016
Q4 		$6.24M Sell
112,611
-1,233
-1% -$64K 0.9% 40
2016
Q3 		$5.58M Sell
113,844
-98,314
-46% -$5.05M 0.93% 42
2016
Q2 		$10.8M Buy
212,158
+46,580
+28% +$2.25M 1.93% 15
2016
Q1 		$7.74M Buy
+165,578
New +$7.14M 1.22% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Moody Lynn & Lieberson's SYY Position: Q3 2022 in Review

Moody Lynn & Lieberson sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,728 shares — an estimated $231K sold.

Moody Lynn & Lieberson first reported a position in SYY in Q1 2016 and held it in 17 quarters. The position peaked at $16.2M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Moody Lynn & Lieberson reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 2,728 Sysco shares in Q3 2022, an estimated $231K.
  • Moody Lynn & Lieberson first reported a position in Sysco in Q1 2016 and held it in 17 quarters.
  • Moody Lynn & Lieberson's Sysco position peaked at $16.2M in Q4 2019.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2022, filed 26 Oct 2022.