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Sather Financial Group’s Sysco SYY Stock Holding History

Sather Financial Group’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
-3,500
Closed -$296K – 82
2022
Q2 		$296K Hold
3,500
– – 0.03% 71
2022
Q1 		$286K Buy
+3,500
New +$283K 0.02% 76
2020
Q2 		– Sell
-4,654
Closed -$212K – 54
2020
Q1 		$212K Hold
4,654
– – 0.04% 58
2019
Q4 		$398K Hold
4,654
– – 0.06% 51
2019
Q3 		$369K Buy
+4,654
New +$342K 0.07% 43
2013
Q3 		– Sell
-107,618
Closed -$3.68M – 53
2013
Q2 		$3.68M Buy
+107,618
New +$3.71M 3.04% 10

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

Sather Financial Group's SYY Position: Q3 2022 in Review

Sather Financial Group sold out of Sysco (SYY) in Q3 2022, closing a stake of 3,500 shares — an estimated $296K sold.

Sather Financial Group first reported a position in SYY in Q2 2013 and held it in 6 quarters. The position peaked at $3.68M in Q2 2013. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Sather Financial Group reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Sather Financial Group sold 3,500 Sysco shares in Q3 2022, an estimated $296K.
  • Sather Financial Group first reported a position in Sysco in Q2 2013 and held it in 6 quarters.
  • Sather Financial Group's Sysco position peaked at $3.68M in Q2 2013.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Sather Financial Group's 13F filing for Q3 2022, filed 21 Oct 2022.