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Planning Directions’s Sysco SYY Stock Holding History

Planning Directions’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
Q3 		– Sell
-2,597
Closed -$220K – 70
2022
Q2 		$220K Buy
2,597
+12
+0.5% +$1K 0.17% 64
2022
Q1 		$211K Sell
2,585
-305
-11% -$24.7K 0.15% 75
2021
Q4 		$227K Buy
2,890
+15
+0.5% +$1.15K 0.15% 73
2021
Q3 		$226K Buy
2,875
+15
+0.5% +$1.14K 0.16% 67
2021
Q2 		$222K Buy
2,860
+14
+0.5% +$1.13K 0.16% 66
2021
Q1 		$224K Buy
2,846
+114
+4% +$8.84K 0.18% 59
2020
Q4 		$203K Buy
+2,732
New +$188K 0.16% 60
2020
Q1 		– Sell
-3,157
Closed -$270K – 87
2019
Q4 		$270K Buy
3,157
+112
+4% +$9.07K 0.25% 47
2019
Q3 		$242K Buy
+3,045
New +$224K 0.23% 48

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Planning Directions's SYY Position: Q3 2022 in Review

Planning Directions sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,597 shares — an estimated $220K sold.

Planning Directions first reported a position in SYY in Q3 2019 and held it in 9 quarters. The position peaked at $270K in Q4 2019. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Planning Directions reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Planning Directions sold 2,597 Sysco shares in Q3 2022, an estimated $220K.
  • Planning Directions first reported a position in Sysco in Q3 2019 and held it in 9 quarters.
  • Planning Directions's Sysco position peaked at $270K in Q4 2019.
  • 1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Planning Directions's 13F filing for Q3 2022, filed 8 Nov 2022.