Sargent Bickham Lagudis’s Sysco SYY Stock Holding History

Sargent Bickham Lagudis’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	$58.9K	Buy	770 +470	+157%	+$38K	﹤0.01%	414
2022 Q3	$21K	Sell	300 -9	-3%	-$750	﹤0.01%	566
2022 Q2	$26K	Buy	309 +9	+3%	+$754	﹤0.01%	539
2022 Q1	$24K	Hold	300	–	–	﹤0.01%	580
2021 Q4	$24K	Sell	300 -89	-23%	-$6.85K	﹤0.01%	572
2021 Q3	$31K	Buy	389 +89	+30%	+$6.79K	﹤0.01%	534
2021 Q2	$23K	Hold	300	–	–	﹤0.01%	587
2021 Q1	$24K	Hold	300	–	–	﹤0.01%	561
2020 Q4	$22K	Hold	300	–	–	﹤0.01%	549
2020 Q3	$19K	Hold	300	–	–	﹤0.01%	519
2020 Q2	$16K	Hold	300	–	–	﹤0.01%	521
2020 Q1	$14K	Sell	300 -1,000	-77%	-$69.2K	﹤0.01%	517
2019 Q4	$111K	Buy	1,300 +1,000	+333%	+$81K	0.01%	272
2019 Q3	$24K	Hold	300	–	–	﹤0.01%	448
2019 Q2	$21K	Hold	300	–	–	﹤0.01%	488
2019 Q1	$20K	Hold	300	–	–	﹤0.01%	512
2018 Q4	$19K	Hold	300	–	–	﹤0.01%	496
2018 Q3	$22K	Hold	300	–	–	﹤0.01%	487
2018 Q2	$20K	Sell	300 -17	-5%	-$1.09K	﹤0.01%	485
2018 Q1	$19K	Buy	317 +17	+6%	+$1.03K	﹤0.01%	485
2017 Q4	$18K	Hold	300	–	–	﹤0.01%	512
2017 Q3	$16K	Hold	300	–	–	﹤0.01%	539
2017 Q2	$15K	Hold	300	–	–	﹤0.01%	523
2017 Q1	$16K	Hold	300	–	–	﹤0.01%	521
2016 Q4	$17K	Hold	300	–	–	﹤0.01%	489
2016 Q3	$15	Hold	300	–	–	﹤0.01%	517
2016 Q2	$15K	Hold	300	–	–	﹤0.01%	500
2016 Q1	$14K	Buy	+300	New	+$12.9K	﹤0.01%	527

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 $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

Sargent Bickham Lagudis's SYY Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Sysco (SYY) stake by 157% in Q4 2022, buying an estimated $38K and bringing the position to 770 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Sargent Bickham Lagudis first reported a position in SYY in Q1 2016 and has held it in 28 quarters since. The position peaked at $111K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Sargent Bickham Lagudis held 770 shares of Sysco worth $58.9K as of Q4 2022.
Sargent Bickham Lagudis bought 470 Sysco shares in Q4 2022, an estimated $38K.
Sysco made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #414 holding.
Sargent Bickham Lagudis first reported a position in Sysco in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Sysco position peaked at $111K in Q4 2019.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.