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NuWave Investment Management’s Sysco SYY Stock Holding History

NuWave Investment Management’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 		$342K Buy
+4,831
New +$402K 0.39% 98
2021
Q3 		– Sell
-6,640
Closed -$516K – 412
2021
Q2 		$516K Buy
6,640
+1,980
+42% +$160K 0.57% 54
2021
Q1 		$367K Buy
4,660
+2,841
+156% +$220K 0.46% 73
2020
Q4 		$135K Buy
1,819
+1,615
+792% +$111K 0.18% 155
2020
Q3 		$13K Sell
204
-4,178
-95% -$243K 0.02% 318
2020
Q2 		$247K Buy
+4,382
New +$230K 0.33% 90
2020
Q1 		– Sell
-102
Closed -$9K – 388
2019
Q4 		$9K Sell
102
-2,030
-95% -$164K 0.01% 346
2019
Q3 		$167K Sell
2,132
-6,884
-76% -$505K 0.17% 163
2019
Q2 		$638K Buy
9,016
+3,879
+76% +$276K 0.67% 50
2019
Q1 		$343K Sell
5,137
-1,683
-25% -$109K 0.4% 89
2018
Q4 		$427K Sell
6,820
-1,541
-18% -$104K 0.73% 45
2018
Q3 		$612K Buy
8,361
+8,347
+59,621% +$601K 0.92% 22
2018
Q2 		$1K Sell
14
-12,236
-100% -$782K ﹤0.01% 360
2018
Q1 		$729K Buy
12,250
+6,178
+102% +$374K 1.15% 21
2017
Q4 		$368K Buy
+6,072
New +$344K 0.43% 91
2014
Q3 		$1K Buy
+29
New +$1.08K ﹤0.01% 264
2014
Q2 		– Sell
-3,118
Closed -$113K – 337
2014
Q1 		$113K Sell
3,118
-122
-4% -$4.38K 0.33% 110
2013
Q4 		$117K Buy
+3,240
New +$110K 0.1% 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
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

NuWave Investment Management's SYY Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Sysco (SYY) in Q3 2022: 4,831 shares worth $342K. The stake represents 0.39% of the portfolio and ranks #98 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in SYY as recently as Q2 2021.

NuWave Investment Management first reported a position in SYY in Q4 2013 and has held it in 18 quarters since. The position peaked at $729K in Q1 2018. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • NuWave Investment Management held 4,831 shares of Sysco worth $342K as of Q3 2022.
  • Sysco was a new NuWave Investment Management position in Q3 2022.
  • Sysco made up 0.39% of NuWave Investment Management's portfolio in Q3 2022, its #98 holding.
  • NuWave Investment Management first reported a position in Sysco in Q4 2013 and has held it in 18 quarters since.
  • NuWave Investment Management's Sysco position peaked at $729K in Q1 2018.
  • 1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.