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Surevest’s Sysco SYY Stock Holding History

Surevest’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 		$2.46M Buy
34,824
+2,837
+9% +$236K 0.67% 66
2022
Q2 		$2.71M Buy
31,987
+7,936
+33% +$665K 0.71% 59
2022
Q1 		$1.96M Buy
+24,051
New +$1.94M 0.47% 75

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

Surevest's SYY Position: Q3 2022 in Review

Surevest increased its Sysco (SYY) stake by 8.9% in Q3 2022, buying an estimated $236K and bringing the position to 34,824 shares worth $2.46M. The position accounts for 0.67% of the portfolio, ranked #66.

Surevest first reported a position in SYY in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.71M in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Surevest held 34,824 shares of Sysco worth $2.46M as of Q3 2022.
  • Surevest bought 2,837 Sysco shares in Q3 2022, an estimated $236K.
  • Sysco made up 0.67% of Surevest's portfolio in Q3 2022, its #66 holding.
  • Surevest first reported a position in Sysco in Q1 2022 and has held it in 3 quarters since.
  • Surevest's Sysco position peaked at $2.71M in Q2 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.