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Nations Financial Group’s Sysco SYY Stock Holding History

Nations Financial 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
Q3 		– Sell
-2,380
Closed -$202K – 557
2022
Q2 		$202K Buy
+2,380
New +$199K 0.03% 497
2020
Q3 		– Sell
-4,482
Closed -$245K – 295
2020
Q2 		$245K Sell
4,482
-5,440
-55% -$286K 0.09% 230
2020
Q1 		$453K Sell
9,922
-9,297
-48% -$643K 0.19% 155
2019
Q4 		$1.64M Buy
19,219
+262
+1% +$21.2K 0.57% 36
2019
Q3 		$1.51M Buy
+18,957
New +$1.39M 0.54% 37

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

Nations Financial Group's SYY Position: Q3 2022 in Review

Nations Financial Group sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,380 shares — an estimated $202K sold.

Nations Financial Group first reported a position in SYY in Q3 2019 and held it in 5 quarters. The position peaked at $1.64M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Nations Financial Group reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Nations Financial Group sold 2,380 Sysco shares in Q3 2022, an estimated $202K.
  • Nations Financial Group first reported a position in Sysco in Q3 2019 and held it in 5 quarters.
  • Nations Financial Group's Sysco position peaked at $1.64M in Q4 2019.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Nations Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.