Private Asset Management’s Sysco SYY Stock Holding History

Private Asset Management’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
2023 Q3	$470K	Buy	7,116 +91	+1%	+$6.54K	0.11%	86
2023 Q2	$521K	Buy	7,025 +3,885	+124%	+$287K	0.1%	89
2023 Q1	$243K	Buy	3,140 +340	+12%	+$26.1K	0.04%	127
2022 Q4	$214K	Buy	+2,800	New	+$226K	0.04%	130

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Private Asset Management's SYY Position: Q3 2023 in Review

Private Asset Management increased its Sysco (SYY) stake by 1.3% in Q3 2023, buying an estimated $6.54K and bringing the position to 7,116 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #86.

Private Asset Management first reported a position in SYY in Q4 2022 and has held it in 4 quarters since. The position peaked at $521K in Q2 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Private Asset Management held 7,116 shares of Sysco worth $470K as of Q3 2023.
Private Asset Management bought 91 Sysco shares in Q3 2023, an estimated $6.54K.
Sysco made up 0.11% of Private Asset Management's portfolio in Q3 2023, its #86 holding.
Private Asset Management first reported a position in Sysco in Q4 2022 and has held it in 4 quarters since.
Private Asset Management's Sysco position peaked at $521K in Q2 2023.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Private Asset Management's 13F filing for Q3 2023, filed 20 Oct 2023.