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Stonehage Fleming Financial Services’s Sysco SYY Stock Holding History

Stonehage Fleming Financial Services’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
-308
Closed -$26K – 259
2022
Q2 		$26K Buy
+308
New +$25.8K ﹤0.01% 219
2015
Q3 		– Sell
-18,072
Closed -$652K – 146
2015
Q2 		$652K Hold
18,072
– – 0.08% 58
2015
Q1 		$682K Hold
18,072
– – 0.08% 62
2014
Q4 		$717K Buy
+18,072
New +$701K 0.09% 59

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

Stonehage Fleming Financial Services's SYY Position: Q3 2022 in Review

Stonehage Fleming Financial Services sold out of Sysco (SYY) in Q3 2022, closing a stake of 308 shares — an estimated $26K sold.

Stonehage Fleming Financial Services first reported a position in SYY in Q4 2014 and held it in 4 quarters. The position peaked at $717K in Q4 2014. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Stonehage Fleming Financial Services reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 308 Sysco shares in Q3 2022, an estimated $26K.
  • Stonehage Fleming Financial Services first reported a position in Sysco in Q4 2014 and held it in 4 quarters.
  • Stonehage Fleming Financial Services's Sysco position peaked at $717K in Q4 2014.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2022, filed 9 Nov 2022.