Red Tortoise LLC’s Sysco SYY Stock Holding History

Red Tortoise LLC’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
2021 Q4	–	Sell	-310	Closed	-$22K	–	449
2021 Q3	$22K	Buy	+310	New	+$23.6K	0.02%	157

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

TFM

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Red Tortoise LLC's SYY Position: Q4 2021 in Review

Red Tortoise LLC sold out of Sysco (SYY) in Q4 2021, closing a stake of 310 shares — an estimated $22K sold.

Red Tortoise LLC first reported a position in SYY in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

Red Tortoise LLC reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
Red Tortoise LLC sold 310 Sysco shares in Q4 2021, an estimated $22K.
Red Tortoise LLC first reported a position in Sysco in Q3 2021 and held it in 1 quarter.
Red Tortoise LLC's Sysco position peaked at $22K in Q3 2021.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Red Tortoise LLC's 13F filing for Q4 2021, filed 10 Feb 2022.