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Regent Investment Management’s Sysco SYY Stock Holding History

Regent Investment 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
2022
Q4 		$409K Hold
5,350
– – 0.11% 149
2022
Q3 		$378K Buy
+5,350
New +$446K 0.11% 147
2017
Q4 		– Sell
-26,540
Closed -$1.43M – 208
2017
Q3 		$1.43M Buy
26,540
+18,410
+226% +$958K 0.48% 65
2017
Q2 		$409K Buy
+8,130
New +$434K 0.14% 156

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Regent Investment Management's SYY Position: Q4 2022 in Review

Regent Investment Management held its Sysco (SYY) position steady in Q4 2022 at 5,350 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #149.

Regent Investment Management first reported a position in SYY in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.43M in Q3 2017. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

  • Regent Investment Management held 5,350 shares of Sysco worth $409K as of Q4 2022.
  • Regent Investment Management left its Sysco share count unchanged in Q4 2022.
  • Sysco made up 0.11% of Regent Investment Management's portfolio in Q4 2022, its #149 holding.
  • Regent Investment Management first reported a position in Sysco in Q2 2017 and has held it in 4 quarters since.
  • Regent Investment Management's Sysco position peaked at $1.43M in Q3 2017.
  • 1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.