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Pathway Financial Advisors’s Sysco SYY Stock Holding History

Pathway Financial Advisors’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
Q4 		– Sell
-3,760
Closed -$266K – 134
2022
Q3 		$266K Buy
+3,760
New +$313K 0.09% 103
2018
Q3 		– Sell
-2,360
Closed -$161K – 347
2018
Q2 		$161K Hold
2,360
– – 0.09% 110
2018
Q1 		$142K Hold
2,360
– – 0.08% 121
2017
Q4 		$143K Buy
+2,360
New +$134K 0.08% 117

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Pathway Financial Advisors's SYY Position: Q4 2022 in Review

Pathway Financial Advisors sold out of Sysco (SYY) in Q4 2022, closing a stake of 3,760 shares — an estimated $266K sold.

Pathway Financial Advisors first reported a position in SYY in Q4 2017 and held it in 4 quarters. The position peaked at $266K in Q3 2022. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Pathway Financial Advisors reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
  • Pathway Financial Advisors sold 3,760 Sysco shares in Q4 2022, an estimated $266K.
  • Pathway Financial Advisors first reported a position in Sysco in Q4 2017 and held it in 4 quarters.
  • Pathway Financial Advisors's Sysco position peaked at $266K in Q3 2022.
  • 1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Pathway Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.