OIS
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Okabena Investment Services’s Sysco SYY Stock Holding History

Okabena Investment Services’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
-645
Closed -$55K – 189
2022
Q2 		$55K Hold
645
– – 0.03% 132
2022
Q1 		$53K Hold
645
– – 0.02% 139
2021
Q4 		$51K Buy
+645
New +$49.6K 0.02% 153

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

Okabena Investment Services's SYY Position: Q3 2022 in Review

Okabena Investment Services sold out of Sysco (SYY) in Q3 2022, closing a stake of 645 shares — an estimated $55K sold.

Okabena Investment Services first reported a position in SYY in Q4 2021 and held it in 3 quarters. The position peaked at $55K in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Okabena Investment Services reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Okabena Investment Services sold 645 Sysco shares in Q3 2022, an estimated $55K.
  • Okabena Investment Services first reported a position in Sysco in Q4 2021 and held it in 3 quarters.
  • Okabena Investment Services's Sysco position peaked at $55K in Q2 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Okabena Investment Services's 13F filing for Q3 2022, filed 14 Nov 2022.