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RegentAtlantic Capital’s Sysco SYY Stock Holding History

RegentAtlantic Capital’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 		$1.02M Sell
14,438
-1,237
-8% -$103K 0.03% 306
2022
Q2 		$1.33M Buy
15,675
+1,029
+7% +$86.2K 0.04% 263
2022
Q1 		$1.2M Buy
14,646
+5,655
+63% +$457K 0.03% 288
2021
Q4 		$706K Sell
8,991
-2,299
-20% -$177K 0.02% 377
2021
Q3 		$886K Buy
11,290
+3,940
+54% +$301K 0.03% 324
2021
Q2 		$571K Buy
7,350
+1,129
+18% +$91.2K 0.02% 392
2021
Q1 		$490K Buy
6,221
+1,339
+27% +$104K 0.02% 382
2020
Q4 		$363K Sell
4,882
-329
-6% -$22.6K 0.01% 399
2020
Q3 		$324K Sell
5,211
-266
-5% -$15.5K 0.01% 389
2020
Q2 		$299K Buy
5,477
+173
+3% +$9.1K 0.02% 388
2020
Q1 		$242K Buy
5,304
+132
+3% +$9.13K 0.02% 366
2019
Q4 		$442K Hold
5,172
– – 0.03% 327
2019
Q3 		$411K Hold
5,172
– – 0.03% 323
2019
Q2 		$366K Sell
5,172
-296
-5% -$21.1K 0.02% 336
2019
Q1 		$365K Sell
5,468
-470
-8% -$30.6K 0.03% 333
2018
Q4 		$372K Buy
5,938
+1,040
+21% +$70.1K 0.03% 309
2018
Q3 		$359K Buy
4,898
+483
+11% +$34.8K 0.03% 327
2018
Q2 		$302K Sell
4,415
-25
-0.6% -$1.6K 0.03% 344
2018
Q1 		$266K Buy
4,440
+96
+2% +$5.81K 0.02% 357
2017
Q4 		$264K Hold
4,344
– – 0.02% 375
2017
Q3 		$234K Hold
4,344
– – 0.02% 382
2017
Q2 		$219K Hold
4,344
– – 0.02% 381
2017
Q1 		$226K Hold
4,344
– – 0.02% 374
2016
Q4 		$241K Hold
4,344
– – 0.02% 349
2016
Q3 		$213K Buy
4,344
+344
+9% +$17.7K 0.02% 364
2016
Q2 		$203K Buy
+4,000
New +$194K 0.02% 363
2015
Q1 		– Sell
-4,318
Closed -$171K – 872
2014
Q4 		$171K Buy
+4,318
New +$167K 0.01% 379

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RegentAtlantic Capital's SYY Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Sysco (SYY) stake by 7.9% in Q3 2022, selling an estimated $103K and leaving 14,438 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #306.

RegentAtlantic Capital first reported a position in SYY in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.33M in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • RegentAtlantic Capital held 14,438 shares of Sysco worth $1.02M as of Q3 2022.
  • RegentAtlantic Capital sold 1,237 Sysco shares in Q3 2022, an estimated $103K.
  • Sysco made up 0.03% of RegentAtlantic Capital's portfolio in Q3 2022, its #306 holding.
  • RegentAtlantic Capital first reported a position in Sysco in Q4 2014 and has held it in 27 quarters since.
  • RegentAtlantic Capital's Sysco position peaked at $1.33M in Q2 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.