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Sterling Investment Advisors (Pennsylvania)’s Sysco SYY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-280
Closed -$24K – 467
2022
Q2 		$24K Hold
280
– – 0.01% 310
2022
Q1 		$23K Hold
280
– – 0.01% 346
2021
Q4 		$22K Hold
280
– – 0.01% 355
2021
Q3 		$22K Sell
280
-21
-7% -$1.6K 0.01% 349
2021
Q2 		$23K Buy
+301
New +$24.3K 0.01% 343
2017
Q2 		– Sell
-200
Closed -$10K – 382
2017
Q1 		$10K Buy
+200
New +$10.6K 0.01% 287

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

Sterling Investment Advisors (Pennsylvania)'s SYY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Sysco (SYY) in Q3 2022, closing a stake of 280 shares — an estimated $24K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SYY in Q1 2017 and held it in 6 quarters. The position peaked at $24K in Q2 2022. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 280 Sysco shares in Q3 2022, an estimated $24K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Sysco in Q1 2017 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Sysco position peaked at $24K in Q2 2022.
  • 1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.