My Personal CFO LLC’s Sysco SYY Stock Holding History

My Personal CFO LLC’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	-852	Closed	-$65.1K	–	728
2022 Q4	$65.1K	Buy	+852	New	+$68.8K	0.06%	118

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

My Personal CFO LLC's SYY Position: Q1 2023 in Review

My Personal CFO LLC sold out of Sysco (SYY) in Q1 2023, closing a stake of 852 shares — an estimated $65.1K sold.

My Personal CFO LLC first reported a position in SYY in Q4 2022 and held it in 1 quarter. The position peaked at $65.1K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

My Personal CFO LLC reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 852 Sysco shares in Q1 2023, an estimated $65.1K.
My Personal CFO LLC first reported a position in Sysco in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Sysco position peaked at $65.1K in Q4 2022.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.