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Retirement Planning Company of New England’s Sysco SYY Stock Holding History

Retirement Planning Company of New England’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 		– Sell
-3,787
Closed -$320K – 216
2022
Q2 		$320K Buy
3,787
+6
+0.2% +$503 0.22% 136
2022
Q1 		$308K Buy
3,781
+3
+0.1% +$242 0.17% 165
2021
Q4 		$296K Buy
+3,778
New +$291K 0.14% 166

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Retirement Planning Company of New England's SYY Position: Q3 2022 in Review

Retirement Planning Company of New England sold out of Sysco (SYY) in Q3 2022, closing a stake of 3,787 shares — an estimated $320K sold.

Retirement Planning Company of New England first reported a position in SYY in Q4 2021 and held it in 3 quarters. The position peaked at $320K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Retirement Planning Company of New England reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 3,787 Sysco shares in Q3 2022, an estimated $320K.
  • Retirement Planning Company of New England first reported a position in Sysco in Q4 2021 and held it in 3 quarters.
  • Retirement Planning Company of New England's Sysco position peaked at $320K in Q2 2022.
  • 1,393 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Retirement Planning Company of New England's 13F filing for Q3 2022, filed 19 Oct 2022.