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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return