Tempus Wealth Planning’s Sysco SYY Stock Holding History

Tempus Wealth Planning’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 Q4	–	Sell	-3,159	Closed	-$223K	–	198
2022 Q3	$223K	Buy	+3,159	New	+$263K	0.15%	156

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Tempus Wealth Planning's SYY Position: Q4 2022 in Review

Tempus Wealth Planning sold out of Sysco (SYY) in Q4 2022, closing a stake of 3,159 shares — an estimated $223K sold.

Tempus Wealth Planning first reported a position in SYY in Q3 2022 and held it in 1 quarter. The position peaked at $223K in Q3 2022. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Tempus Wealth Planning reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Tempus Wealth Planning sold 3,159 Sysco shares in Q4 2022, an estimated $223K.
Tempus Wealth Planning first reported a position in Sysco in Q3 2022 and held it in 1 quarter.
Tempus Wealth Planning's Sysco position peaked at $223K in Q3 2022.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.