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Next Financial Group’s Sysco SYY Stock Holding History

Next 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
2021
Q4 		$136K Buy
1,736
+110
+7% +$8.47K 0.01% 1038
2021
Q3 		$128K Buy
1,626
+324
+25% +$24.7K 0.01% 1017
2021
Q2 		$101K Buy
1,302
+195
+18% +$15.7K 0.01% 1106
2021
Q1 		$87K Sell
1,107
-158
-12% -$12.3K 0.01% 1079
2020
Q4 		$94K Buy
1,265
+14
+1% +$963 0.01% 983
2020
Q3 		$78K Buy
+1,251
New +$72.8K 0.01% 955
2020
Q2 		– Sell
-3,614
Closed -$165K – 1755
2020
Q1 		$165K Sell
3,614
-374
-9% -$25.9K 0.02% 602
2019
Q4 		$341K Sell
3,988
-1,597
-29% -$129K 0.04% 477
2019
Q3 		$444K Sell
5,585
-1,558
-22% -$114K 0.05% 388
2019
Q2 		$505K Buy
7,143
+4,405
+161% +$313K 0.05% 345
2019
Q1 		$183K Sell
2,738
-3,444
-56% -$224K 0.05% 385
2018
Q4 		$387K Buy
6,182
+3,829
+163% +$258K 0.08% 258
2018
Q3 		$172K Sell
2,353
-1,559
-40% -$112K 0.08% 230
2018
Q2 		$267K Sell
3,912
-291
-7% -$18.6K 0.1% 225
2018
Q1 		$252K Buy
+4,203
New +$254K 0.05% 340
2017
Q4 		– Sell
-6,324
Closed -$344K – 1285
2017
Q3 		$344K Buy
6,324
+812
+15% +$42.3K 0.1% 217
2017
Q2 		$277K Buy
5,512
+306
+6% +$16.3K 0.07% 278
2017
Q1 		$275K Sell
5,206
-10,197
-66% -$540K 0.08% 253
2016
Q4 		$853K Sell
15,403
-1,107
-7% -$57.5K 0.15% 153
2016
Q3 		$809K Buy
16,510
+7,767
+89% +$399K 0.15% 157
2016
Q2 		$443K Buy
8,743
+2,975
+52% +$144K 0.14% 154
2016
Q1 		$269K Sell
5,768
-304
-5% -$13.1K 0.09% 217
2015
Q4 		$248K Sell
6,072
-157
-3% -$6.44K 0.09% 229
2015
Q3 		$242K Buy
6,229
+62
+1% +$2.37K 0.09% 246
2015
Q2 		$222K Buy
6,167
+742
+14% +$27.8K 0.08% 276
2015
Q1 		$204K Buy
5,425
+297
+6% +$11.7K 0.07% 308
2014
Q4 		$204K Sell
5,128
-11,092
-68% -$430K 0.07% 303
2014
Q3 		$616K Buy
+16,220
New +$605K 0.12% 181

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Next Financial Group's SYY Position: Q4 2021 in Review

Next Financial Group increased its Sysco (SYY) stake by 6.8% in Q4 2021, buying an estimated $8.47K and bringing the position to 1,736 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #1038.

Next Financial Group first reported a position in SYY in Q3 2014 and has held it in 28 quarters since. The position peaked at $853K in Q4 2016. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Next Financial Group held 1,736 shares of Sysco worth $136K as of Q4 2021.
  • Next Financial Group bought 110 Sysco shares in Q4 2021, an estimated $8.47K.
  • Sysco made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1038 holding.
  • Next Financial Group first reported a position in Sysco in Q3 2014 and has held it in 28 quarters since.
  • Next Financial Group's Sysco position peaked at $853K in Q4 2016.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.