SteelPeak Wealth’s Sysco SYY Stock Holding History

SteelPeak Wealth’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	-4,074	Closed	-$288K	–	473
2022 Q3	$288K	Buy	4,074 +38	+0.9%	+$3.17K	0.02%	328
2022 Q2	$344K	Buy	+4,036	New	+$338K	0.02%	300

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

SteelPeak Wealth's SYY Position: Q4 2022 in Review

SteelPeak Wealth sold out of Sysco (SYY) in Q4 2022, closing a stake of 4,074 shares — an estimated $288K sold.

SteelPeak Wealth first reported a position in SYY in Q2 2022 and held it in 2 quarters. The position peaked at $344K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

SteelPeak Wealth reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
SteelPeak Wealth sold 4,074 Sysco shares in Q4 2022, an estimated $288K.
SteelPeak Wealth first reported a position in Sysco in Q2 2022 and held it in 2 quarters.
SteelPeak Wealth's Sysco position peaked at $344K in Q2 2022.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.