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Pinnacle Private Wealth’s Sysco SYY Stock Holding History

Pinnacle Private Wealth’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
Q2 		$951K Sell
11,223
-29
-0.3% -$2.43K 0.37% 73
2022
Q1 		$919K Buy
11,252
+127
+1% +$10.3K 0.29% 83
2021
Q4 		$874K Buy
+11,125
New +$856K 0.27% 86

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Private Wealth's SYY Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Sysco (SYY) stake by 0.26% in Q2 2022, selling an estimated $2.43K and leaving 11,223 shares worth $951K. The position accounts for 0.37% of the portfolio, ranked #73.

Pinnacle Private Wealth first reported a position in SYY in Q4 2021 and has held it in 3 quarters since. 1,432 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • Pinnacle Private Wealth held 11,223 shares of Sysco worth $951K as of Q2 2022.
  • Pinnacle Private Wealth sold 29 Sysco shares in Q2 2022, an estimated $2.43K.
  • Sysco made up 0.37% of Pinnacle Private Wealth's portfolio in Q2 2022, its #73 holding.
  • Pinnacle Private Wealth first reported a position in Sysco in Q4 2021 and has held it in 3 quarters since.
  • 1,432 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.