Sageworth Trust’s Sysco SYY Stock Holding History

Sageworth Trust’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
2023 Q1	–	Sell	-236	Closed	-$18K	–	578
2022 Q4	$18K	Hold	236	–	–	﹤0.01%	182
2022 Q3	$17K	Hold	236	–	–	﹤0.01%	174
2022 Q2	$20K	Hold	236	–	–	﹤0.01%	196
2022 Q1	$19K	Hold	236	–	–	﹤0.01%	147
2021 Q4	$19K	Hold	236	–	–	﹤0.01%	191
2021 Q3	$19K	Sell	236 -2,844	-92%	-$217K	﹤0.01%	380
2021 Q2	$239K	Buy	+3,080	New	+$249K	0.02%	103
2019 Q2	–	Sell	-538	Closed	-$36K	–	269
2019 Q1	$36K	Buy	+538	New	+$35K	﹤0.01%	101
2018 Q1	–	Sell	-13	Closed	-$1K	–	173
2017 Q4	$1K	Buy	+13	New	+$737	﹤0.01%	109

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Sageworth Trust's SYY Position: Q1 2023 in Review

Sageworth Trust sold out of Sysco (SYY) in Q1 2023, closing a stake of 236 shares — an estimated $18K sold.

Sageworth Trust first reported a position in SYY in Q4 2017 and held it in 9 quarters. The position peaked at $239K in Q2 2021. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

Sageworth Trust reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 236 Sysco shares in Q1 2023, an estimated $18K.
Sageworth Trust first reported a position in Sysco in Q4 2017 and held it in 9 quarters.
Sageworth Trust's Sysco position peaked at $239K in Q2 2021.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.