SXL
SYY icon

Summit X LLC’s Sysco SYY Stock Holding History

Summit X LLC’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
2023
Q1 		– Sell
-3,260
Closed -$276K – 290
2022
Q4 		$276K Buy
+3,260
New +$263K 0.08% 216
2022
Q3 		– Sell
-3,260
Closed -$279K – 264
2022
Q2 		$279K Buy
+3,260
New +$273K 0.08% 215
2020
Q1 		– Sell
-5,843
Closed -$501K – 250
2019
Q4 		$501K Sell
5,843
-830
-12% -$67.2K 0.19% 131
2019
Q3 		$476K Sell
6,673
-15
-0.2% -$1.1K 0.19% 135
2019
Q2 		$472K Hold
6,688
– – 0.19% 129
2019
Q1 		$446K Buy
6,688
+417
+7% +$27.1K 0.19% 133
2018
Q4 		$395K Sell
6,271
-1,730
-22% -$117K 0.23% 119
2018
Q3 		$586K Sell
8,001
-755
-9% -$54.4K 0.29% 89
2018
Q2 		$597K Sell
8,756
-500
-5% -$31.9K 0.33% 74
2018
Q1 		$555K Buy
9,256
+179
+2% +$10.8K 0.33% 82
2017
Q4 		$551K Buy
9,077
+790
+10% +$44.8K 0.35% 82
2017
Q3 		$448K Buy
8,287
+390
+5% +$20.3K 0.3% 98
2017
Q2 		$402K Buy
+7,897
New +$422K 0.29% 108

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Summit X LLC's SYY Position: Q1 2023 in Review

Summit X LLC sold out of Sysco (SYY) in Q1 2023, closing a stake of 3,260 shares — an estimated $276K sold.

Summit X LLC first reported a position in SYY in Q2 2017 and held it in 13 quarters. The position peaked at $597K in Q2 2018. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Summit X LLC reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Summit X LLC sold 3,260 Sysco shares in Q1 2023, an estimated $276K.
  • Summit X LLC first reported a position in Sysco in Q2 2017 and held it in 13 quarters.
  • Summit X LLC's Sysco position peaked at $597K in Q2 2018.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Summit X LLC's 13F filing for Q1 2023, filed 10 May 2023.