NPPM
SYY icon

North Point Portfolio Managers’s Sysco SYY Stock Holding History

North Point Portfolio Managers’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
Q1 		– Sell
-14,975
Closed -$1.18M – 83
2021
Q4 		$1.18M Sell
14,975
-182,177
-92% -$14M 0.15% 42
2021
Q3 		$15.5M Sell
197,152
-2,650
-1% -$202K 2.17% 23
2021
Q2 		$15.5M Buy
199,802
+53
+0% +$4.28K 2.14% 23
2021
Q1 		$15.7M Sell
199,749
-45,678
-19% -$3.54M 2.28% 22
2020
Q4 		$18.2M Buy
245,427
+4,605
+2% +$317K 2.75% 16
2020
Q3 		$15M Buy
240,822
+3,539
+1% +$206K 2.55% 16
2020
Q2 		$13M Sell
237,283
-2,244
-0.9% -$118K 2.34% 20
2020
Q1 		$10.9M Buy
+239,527
New +$16.6M 2.37% 21

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

North Point Portfolio Managers's SYY Position: Q1 2022 in Review

North Point Portfolio Managers sold out of Sysco (SYY) in Q1 2022, closing a stake of 14,975 shares — an estimated $1.18M sold.

North Point Portfolio Managers first reported a position in SYY in Q1 2020 and held it in 8 quarters. The position peaked at $18.2M in Q4 2020. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

  • North Point Portfolio Managers reported no remaining Sysco position as of Q1 2022 after selling out during the quarter.
  • North Point Portfolio Managers sold 14,975 Sysco shares in Q1 2022, an estimated $1.18M.
  • North Point Portfolio Managers first reported a position in Sysco in Q1 2020 and held it in 8 quarters.
  • North Point Portfolio Managers's Sysco position peaked at $18.2M in Q4 2020.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on North Point Portfolio Managers's 13F filing for Q1 2022, filed 26 Apr 2022.