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Sante Capital Fund’s Sysco SYY Stock Holding History

Sante Capital Fund’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 		$861K Buy
+12,175
New +$1.01M 1.76% 20
2022
Q2 		– Sell
-11,672
Closed -$953K – 74
2022
Q1 		$953K Buy
+11,672
New +$943K 1.06% 35

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

Sante Capital Fund's SYY Position: Q3 2022 in Review

Sante Capital Fund opened a new position in Sysco (SYY) in Q3 2022: 12,175 shares worth $861K. The stake represents 1.76% of the portfolio and ranks #20 among its holdings. This is a return to the name: Sante Capital Fund previously reported a position in SYY as recently as Q1 2022.

Sante Capital Fund first reported a position in SYY in Q1 2022 and has held it in 2 quarters since. The position peaked at $953K in Q1 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Sante Capital Fund held 12,175 shares of Sysco worth $861K as of Q3 2022.
  • Sysco was a new Sante Capital Fund position in Q3 2022.
  • Sysco made up 1.76% of Sante Capital Fund's portfolio in Q3 2022, its #20 holding.
  • Sante Capital Fund first reported a position in Sysco in Q1 2022 and has held it in 2 quarters since.
  • Sante Capital Fund's Sysco position peaked at $953K in Q1 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

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