Psagot Value Holdings’s Sysco SYY Stock Holding History

Psagot Value Holdings’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	–	Sell	-2,980	Closed	-$211K	–	382
2022 Q3	$211K	Buy	+2,980	New	+$248K	0.06%	168
2021 Q4	–	Sell	-2,954	Closed	-$232K	–	445
2021 Q3	$232K	Hold	2,954	–	–	0.04%	242
2021 Q2	$230K	Hold	2,954	–	–	0.01%	291
2021 Q1	$233K	Sell	2,954 -788	-21%	-$61.1K	0.01%	266
2020 Q4	$278K	Buy	3,742 +1,500	+67%	+$103K	0.01%	235
2020 Q3	$139K	Sell	2,242 -271	-11%	-$15.8K	﹤0.01%	283
2020 Q2	$137K	Buy	2,513 +820	+48%	+$43.1K	﹤0.01%	261
2020 Q1	$77K	Hold	1,693	–	–	﹤0.01%	275
2019 Q4	$145K	Hold	1,693	–	–	﹤0.01%	298
2019 Q3	$134K	Hold	1,693	–	–	0.01%	271
2019 Q2	$120K	Hold	1,693	–	–	﹤0.01%	298
2019 Q1	$113K	Buy	+1,693	New	+$110K	﹤0.01%	313
2014 Q2	–	Sell	-700	Closed	-$25K	–	455
2014 Q1	$25K	Buy	700 +655	+1,456%	+$23.5K	﹤0.01%	428
2013 Q4	$2K	Buy	+45	New	+$1.52K	﹤0.01%	425

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

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 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

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

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

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

Psagot Value Holdings's SYY Position: Q4 2022 in Review

Psagot Value Holdings sold out of Sysco (SYY) in Q4 2022, closing a stake of 2,980 shares — an estimated $211K sold.

Psagot Value Holdings first reported a position in SYY in Q4 2013 and held it in 14 quarters. The position peaked at $278K in Q4 2020. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Psagot Value Holdings reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 2,980 Sysco shares in Q4 2022, an estimated $211K.
Psagot Value Holdings first reported a position in Sysco in Q4 2013 and held it in 14 quarters.
Psagot Value Holdings's Sysco position peaked at $278K in Q4 2020.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.