RPg Family Wealth Advisory’s Sysco SYY Stock Holding History

RPg Family Wealth Advisory’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	–	Sell	-38,429	Closed	-$3.16M	–	95
2022 Q3	$3.16M	Buy	38,429 +127	+0.3%	+$10.6K	1.66%	23
2022 Q2	$3.26M	Sell	38,302 -30	-0.1%	-$2.51K	1.95%	18
2022 Q1	$3.15M	Buy	+38,332	New	+$3.1M	1.34%	27
2017 Q1	–	Sell	-975	Closed	-$54K	–	329
2016 Q4	$54K	Hold	975	–	–	0.05%	117
2016 Q3	$47.8K	Hold	975	–	–	0.03%	121
2016 Q2	$49.5K	Hold	975	–	–	0.02%	128
2016 Q1	$45.6K	Hold	975	–	–	0.04%	134
2015 Q4	$40K	Buy	+975	New	+$40K	0.04%	111

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RPg Family Wealth Advisory's SYY Position: Q4 2022 in Review

RPg Family Wealth Advisory sold out of Sysco (SYY) in Q4 2022, closing a stake of 38,429 shares — an estimated $3.16M sold.

RPg Family Wealth Advisory first reported a position in SYY in Q4 2015 and held it in 8 quarters. The position peaked at $3.26M in Q2 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

RPg Family Wealth Advisory reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 38,429 Sysco shares in Q4 2022, an estimated $3.16M.
RPg Family Wealth Advisory first reported a position in Sysco in Q4 2015 and held it in 8 quarters.
RPg Family Wealth Advisory's Sysco position peaked at $3.26M in Q2 2022.
1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.