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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $60.7B AUM 22.47% 1-Year Est. Return