Polaris Wealth Advisory Group’s Sysco SYY Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-287,732	Closed	-$22.6M	–	195
2021 Q4	$22.6M	Sell	287,732 -237,901	-45%	-$18.3M	1.3%	33
2021 Q3	$43.6M	Buy	+525,633	New	+$40.1M	2.61%	5
2020 Q4	–	Sell	-225,459	Closed	-$14.3M	–	208
2020 Q3	$14.3M	Buy	+225,459	New	+$13.1M	1.35%	31
2020 Q2	–	Sell	-78,627	Closed	-$3.59M	–	161
2020 Q1	$3.59M	Buy	+78,627	New	+$5.44M	0.39%	51
2018 Q4	–	Sell	-35	Closed	-$3K	–	419
2018 Q3	$3K	Buy	+35	New	+$2.52K	﹤0.01%	475

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Polaris Wealth Advisory Group's SYY Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Sysco (SYY) in Q1 2022, closing a stake of 287,732 shares — an estimated $22.6M sold.

Polaris Wealth Advisory Group first reported a position in SYY in Q3 2018 and held it in 5 quarters. The position peaked at $43.6M in Q3 2021. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining Sysco position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 287,732 Sysco shares in Q1 2022, an estimated $22.6M.
Polaris Wealth Advisory Group first reported a position in Sysco in Q3 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's Sysco position peaked at $43.6M in Q3 2021.
1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.