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National Wealth Management Group’s Sysco SYY Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-7,330
Closed -$599K – 136
2022
Q1 		$599K Hold
7,330
– – 0.58% 53
2021
Q4 		$576K Buy
+7,330
New +$564K 0.54% 60

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Wealth Management Group's SYY Position: Q2 2022 in Review

National Wealth Management Group sold out of Sysco (SYY) in Q2 2022, closing a stake of 7,330 shares — an estimated $599K sold.

National Wealth Management Group first reported a position in SYY in Q4 2021 and held it in 2 quarters. The position peaked at $599K in Q1 2022. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • National Wealth Management Group reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 7,330 Sysco shares in Q2 2022, an estimated $599K.
  • National Wealth Management Group first reported a position in Sysco in Q4 2021 and held it in 2 quarters.
  • National Wealth Management Group's Sysco position peaked at $599K in Q1 2022.
  • 1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.