Spearhead Capital Advisors’s Sysco SYY Stock Holding History

Spearhead Capital Advisors’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	$798K	Sell	11,287 -101,199	-90%	-$8.43M	0.86%	42
2022 Q2	$9.53M	Sell	112,486 -11,411	-9%	-$956K	1.42%	22
2022 Q1	$10.1M	Buy	123,897 +7,827	+7%	+$633K	1.25%	33
2021 Q4	$9.12M	Buy	116,070 +3,169	+3%	+$244K	1.1%	47
2021 Q3	$8.86M	Buy	112,901 +10,785	+11%	+$823K	1.18%	43
2021 Q2	$7.94M	Buy	102,116 +1,026	+1%	+$82.9K	1.08%	50
2021 Q1	$7.96M	Sell	101,090 -9,647	-9%	-$748K	1.18%	48
2020 Q4	$8.22M	Buy	110,737 +8,611	+8%	+$592K	1.31%	21
2020 Q3	$6.35M	Buy	102,126 +1,630	+2%	+$94.8K	1.21%	26
2020 Q2	$5.49M	Buy	100,496 +18,790	+23%	+$988K	1.17%	35
2020 Q1	$3.73M	Buy	81,706 +16,335	+25%	+$1.13M	1.07%	54
2019 Q4	$5.59M	Buy	65,371 +1,918	+3%	+$155K	1.39%	17
2019 Q3	$5.04M	Buy	63,453 +1,144	+2%	+$84K	1.4%	16
2019 Q2	$4.41M	Buy	62,309 +2,643	+4%	+$188K	1.29%	30
2019 Q1	$3.98M	Buy	59,666 +7,096	+13%	+$462K	1.2%	36
2018 Q4	$3.29M	Sell	52,570 -1,904	-3%	-$128K	1.41%	26
2018 Q3	$3.96M	Buy	54,474 +611	+1%	+$44K	1.33%	21
2018 Q2	$3.68M	Sell	53,863 -651	-1%	-$41.6K	1.32%	14
2018 Q1	$3.27M	Buy	54,514 +8,650	+19%	+$524K	1.27%	17
2017 Q4	$2.79M	Buy	+45,864	New	+$2.6M	1.35%	16

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Spearhead Capital Advisors's SYY Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Sysco (SYY) stake by 90% in Q3 2022, selling an estimated $8.43M and leaving 11,287 shares worth $798K. The position accounts for 0.86% of the portfolio, ranked #42.

Spearhead Capital Advisors first reported a position in SYY in Q4 2017 and has held it in 20 quarters since. The position peaked at $10.1M in Q1 2022. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Spearhead Capital Advisors held 11,287 shares of Sysco worth $798K as of Q3 2022.
Spearhead Capital Advisors sold 101,199 Sysco shares in Q3 2022, an estimated $8.43M.
Sysco made up 0.86% of Spearhead Capital Advisors's portfolio in Q3 2022, its #42 holding.
Spearhead Capital Advisors first reported a position in Sysco in Q4 2017 and has held it in 20 quarters since.
Spearhead Capital Advisors's Sysco position peaked at $10.1M in Q1 2022.
1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.