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Shorepoint Capital Partners’s Sysco SYY Stock Holding History

Shorepoint Capital Partners’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
-6,606
Closed -$505K – 139
2022
Q4 		$505K Buy
+6,606
New +$534K 0.14% 105

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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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Shorepoint Capital Partners's SYY Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of Sysco (SYY) in Q1 2023, closing a stake of 6,606 shares — an estimated $505K sold.

Shorepoint Capital Partners first reported a position in SYY in Q4 2022 and held it in 1 quarter. The position peaked at $505K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Shorepoint Capital Partners reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 6,606 Sysco shares in Q1 2023, an estimated $505K.
  • Shorepoint Capital Partners first reported a position in Sysco in Q4 2022 and held it in 1 quarter.
  • Shorepoint Capital Partners's Sysco position peaked at $505K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.