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Stonebridge Financial Planning Group’s Sysco SYY Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-200
Closed -$16K – 335
2021
Q4 		$16K Hold
200
– – 0.01% 311
2021
Q3 		$15K Hold
200
– – 0.01% 316
2021
Q2 		$15K Hold
200
– – 0.01% 329
2021
Q1 		$16K Hold
200
– – 0.01% 324
2020
Q4 		$15K Hold
200
– – 0.01% 297
2020
Q3 		$13K Hold
200
– – 0.01% 299
2020
Q2 		$11K Hold
200
– – 0.01% 305
2020
Q1 		$9K Hold
200
– – 0.01% 315
2019
Q4 		$17K Buy
+200
New +$16.2K 0.02% 254

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Financial Planning Group's SYY Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Sysco (SYY) in Q1 2022, closing a stake of 200 shares — an estimated $16K sold.

Stonebridge Financial Planning Group first reported a position in SYY in Q4 2019 and held it in 9 quarters. The position peaked at $17K in Q4 2019. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Sysco position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 Sysco shares in Q1 2022, an estimated $16K.
  • Stonebridge Financial Planning Group first reported a position in Sysco in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Sysco position peaked at $17K in Q4 2019.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.