PCA
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Personal Capital Advisors’s Sysco SYY Stock Holding History

Personal Capital 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 		$47.2M Buy
617,334
+4,386
+0.7% +$354K 0.23% 101
2022
Q3 		$43.3M Buy
612,948
+5,151
+0.8% +$429K 0.23% 102
2022
Q2 		$51.5M Buy
607,797
+4,534
+0.8% +$380K 0.27% 86
2022
Q1 		$49.3M Buy
603,263
+43,147
+8% +$3.49M 0.23% 105
2021
Q4 		$44.1M Sell
560,116
-2,804
-0.5% -$216K 0.2% 111
2021
Q3 		$44.2M Buy
562,920
+106,820
+23% +$8.15M 0.22% 102
2021
Q2 		$35.5M Buy
456,100
+29,831
+7% +$2.41M 0.18% 115
2021
Q1 		$33.6M Buy
426,269
+23,517
+6% +$1.82M 0.19% 114
2020
Q4 		$29.9M Buy
402,752
+38,527
+11% +$2.65M 0.19% 111
2020
Q3 		$22.7M Sell
364,225
-23,792
-6% -$1.38M 0.17% 108
2020
Q2 		$21.2M Buy
388,017
+10,887
+3% +$572K 0.18% 104
2020
Q1 		$17.3M Buy
377,130
+24,038
+7% +$1.66M 0.17% 108
2019
Q4 		$30.2M Buy
353,092
+16,239
+5% +$1.32M 0.25% 97
2019
Q3 		$26.7M Buy
336,853
+15,628
+5% +$1.15M 0.26% 98
2019
Q2 		$22.7M Buy
321,225
+40,136
+14% +$2.86M 0.23% 100
2019
Q1 		$18.8M Buy
281,089
+23,047
+9% +$1.5M 0.21% 104
2018
Q4 		$16.2M Buy
258,042
+10,554
+4% +$712K 0.22% 102
2018
Q3 		$18.1M Buy
247,488
+10,747
+5% +$774K 0.23% 101
2018
Q2 		$16.2M Buy
236,741
+32,616
+16% +$2.08M 0.23% 100
2018
Q1 		$12.2M Buy
+204,125
New +$12.4M 0.19% 106

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Personal Capital Advisors's SYY Position: Q4 2022 in Review

Personal Capital Advisors increased its Sysco (SYY) stake by 0.72% in Q4 2022, buying an estimated $354K and bringing the position to 617,334 shares worth $47.2M. The position accounts for 0.23% of the portfolio, ranked #101.

Personal Capital Advisors first reported a position in SYY in Q1 2018 and has held it in 20 quarters since. The position peaked at $51.5M in Q2 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Personal Capital Advisors held 617,334 shares of Sysco worth $47.2M as of Q4 2022.
  • Personal Capital Advisors bought 4,386 Sysco shares in Q4 2022, an estimated $354K.
  • Sysco made up 0.23% of Personal Capital Advisors's portfolio in Q4 2022, its #101 holding.
  • Personal Capital Advisors first reported a position in Sysco in Q1 2018 and has held it in 20 quarters since.
  • Personal Capital Advisors's Sysco position peaked at $51.5M in Q2 2022.
  • 1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.