Pathstone Family Office’s Sysco SYY Stock Holding History

Pathstone Family Office’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
2023 Q3	$4.04M	Buy	61,111 +21,574	+55%	+$1.55M	0.03%	316
2023 Q2	$2.94M	Buy	39,537 +3,517	+10%	+$260K	0.04%	252
2023 Q1	$2.8M	Sell	36,020 -59,392	-62%	-$4.56M	0.05%	232
2022 Q4	$6.86M	Buy	95,412 +6,716	+8%	+$543K	0.06%	225
2022 Q3	$6.27M	Buy	88,696 +54,883	+162%	+$4.57M	0.06%	197
2022 Q2	$2.88M	Buy	33,813 +1,332	+4%	+$112K	0.06%	158
2022 Q1	$2.67M	Buy	32,481 +8,938	+38%	+$722K	0.06%	146
2021 Q4	$1.85M	Sell	23,543 -8,970	-28%	-$690K	0.05%	204
2021 Q3	$2.57M	Buy	32,513 +4,816	+17%	+$367K	0.08%	134
2021 Q2	$2.15M	Buy	27,697 +13,055	+89%	+$1.05M	0.06%	153
2021 Q1	$1.16M	Buy	14,642 +14,235	+3,498%	+$1.1M	0.04%	190
2020 Q4	$30K	Buy	+407	New	+$28K	﹤0.01%	611
2019 Q1	–	Sell	-31	Closed	-$2K	–	946
2018 Q4	$2K	Buy	+31	New	+$2.09K	﹤0.01%	480
2017 Q2	–	Sell	-28	Closed	-$1K	–	619
2017 Q1	$1K	Buy	+28	New	+$1.48K	﹤0.01%	519

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pathstone Family Office's SYY Position: Q3 2023 in Review

Pathstone Family Office increased its Sysco (SYY) stake by 55% in Q3 2023, buying an estimated $1.55M and bringing the position to 61,111 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #316.

Pathstone Family Office first reported a position in SYY in Q1 2017 and has held it in 14 quarters since. The position peaked at $6.86M in Q4 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Pathstone Family Office held 61,111 shares of Sysco worth $4.04M as of Q3 2023.
Pathstone Family Office bought 21,574 Sysco shares in Q3 2023, an estimated $1.55M.
Sysco made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #316 holding.
Pathstone Family Office first reported a position in Sysco in Q1 2017 and has held it in 14 quarters since.
Pathstone Family Office's Sysco position peaked at $6.86M in Q4 2022.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.