R.H. Bluestein & Co’s Sysco SYY Stock Holding History

R.H. Bluestein & Co’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	$592K	Sell	8,375 -200	-2%	-$16.7K	0.04%	128
2022 Q2	$726K	Sell	8,575 -300	-3%	-$25.1K	0.04%	128
2022 Q1	$725K	Sell	8,875 -270	-3%	-$21.8K	0.03%	140
2021 Q4	$718K	Sell	9,145 -5,900	-39%	-$454K	0.03%	156
2021 Q3	$1.18M	Buy	15,045 +2,100	+16%	+$160K	0.05%	95
2021 Q2	$1.01M	Buy	12,945 +1,070	+9%	+$86.4K	0.04%	121
2021 Q1	$935K	Buy	11,875 +2,850	+32%	+$221K	0.04%	111
2020 Q4	$670K	Buy	9,025 +2,025	+29%	+$139K	0.03%	144
2020 Q3	$436K	Buy	+7,000	New	+$407K	0.02%	179
2014 Q1	–	Sell	-17,800	Closed	-$643K	–	387
2013 Q4	$643K	Buy	+17,800	New	+$602K	0.04%	164

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

R.H. Bluestein & Co's SYY Position: Q3 2022 in Review

R.H. Bluestein & Co reduced its Sysco (SYY) stake by 2.3% in Q3 2022, selling an estimated $16.7K and leaving 8,375 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #128.

R.H. Bluestein & Co first reported a position in SYY in Q4 2013 and has held it in 10 quarters since. The position peaked at $1.18M in Q3 2021. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

R.H. Bluestein & Co held 8,375 shares of Sysco worth $592K as of Q3 2022.
R.H. Bluestein & Co sold 200 Sysco shares in Q3 2022, an estimated $16.7K.
Sysco made up 0.04% of R.H. Bluestein & Co's portfolio in Q3 2022, its #128 holding.
R.H. Bluestein & Co first reported a position in Sysco in Q4 2013 and has held it in 10 quarters since.
R.H. Bluestein & Co's Sysco position peaked at $1.18M in Q3 2021.
1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.