Orser Capital Management’s Sysco SYY Stock Holding History

Orser Capital 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
2021 Q4	–	Sell	-2,943	Closed	-$231K	–	99
2021 Q3	$231K	Buy	+2,943	New	+$224K	0.13%	83

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Orser Capital Management's SYY Position: Q4 2021 in Review

Orser Capital Management sold out of Sysco (SYY) in Q4 2021, closing a stake of 2,943 shares — an estimated $231K sold.

Orser Capital Management first reported a position in SYY in Q3 2021 and held it in 1 quarter. The position peaked at $231K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

Orser Capital Management reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
Orser Capital Management sold 2,943 Sysco shares in Q4 2021, an estimated $231K.
Orser Capital Management first reported a position in Sysco in Q3 2021 and held it in 1 quarter.
Orser Capital Management's Sysco position peaked at $231K in Q3 2021.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Orser Capital Management's 13F filing for Q4 2021, filed 19 Jan 2022.