Selective Wealth Management’s Sysco SYY Stock Holding History

Selective Wealth Management’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	-933	Closed	-$66K	–	658
2022 Q3	$66K	Hold	933	–	–	0.03%	264
2022 Q2	$79K	Hold	933	–	–	0.03%	254
2022 Q1	$76K	Hold	933	–	–	0.03%	239
2021 Q4	$73K	Hold	933	–	–	0.03%	230
2021 Q3	$73K	Hold	933	–	–	0.04%	218
2021 Q2	$73K	Hold	933	–	–	0.06%	146
2021 Q1	$73K	Sell	933 -50	-5%	-$3.88K	0.07%	103
2020 Q4	$73K	Buy	983 +50	+5%	+$3.44K	0.05%	90
2020 Q3	$58K	Hold	933	–	–	0.05%	91
2020 Q2	$51K	Hold	933	–	–	0.04%	105
2020 Q1	$43K	Hold	933	–	–	0.07%	70
2019 Q4	$80K	Hold	933	–	–	0.1%	56
2019 Q3	$74K	Buy	+933	New	+$68.5K	0.1%	62

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

Selective Wealth Management's SYY Position: Q4 2022 in Review

Selective Wealth Management sold out of Sysco (SYY) in Q4 2022, closing a stake of 933 shares — an estimated $66K sold.

Selective Wealth Management first reported a position in SYY in Q3 2019 and held it in 13 quarters. The position peaked at $80K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Selective Wealth Management reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 933 Sysco shares in Q4 2022, an estimated $66K.
Selective Wealth Management first reported a position in Sysco in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Sysco position peaked at $80K in Q4 2019.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.