TF
SYY icon

TRH Financial’s Sysco SYY Stock Holding History

TRH Financial’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
Q2 		$1.07M Sell
12,631
-2,663
-17% -$223K 0.36% 33
2022
Q1 		$1.25M Sell
15,294
-1,113
-7% -$90K 0.37% 44
2021
Q4 		$1.29M Sell
16,407
-319
-2% -$24.6K 0.4% 36
2021
Q3 		$1.31M Sell
16,726
-2,386
-12% -$182K 0.52% 36
2021
Q2 		$1.49M Sell
19,112
-10,909
-36% -$881K 0.64% 38
2021
Q1 		$2.36M Buy
30,021
+200
+0.7% +$15.5K 1.2% 30
2020
Q4 		$2.21M Buy
29,821
+5,708
+24% +$392K 1.27% 30
2020
Q3 		$1.5M Buy
24,113
+10,091
+72% +$587K 1.01% 34
2020
Q2 		$745K Buy
+14,022
New +$737K 0.59% 42
2019
Q4 		$221K Buy
+2,640
New +$214K 0.19% 65

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRH Financial's SYY Position: Q2 2022 in Review

TRH Financial reduced its Sysco (SYY) stake by 17% in Q2 2022, selling an estimated $223K and leaving 12,631 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #33.

TRH Financial first reported a position in SYY in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.36M in Q1 2021. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.

  • TRH Financial held 12,631 shares of Sysco worth $1.07M as of Q2 2022.
  • TRH Financial sold 2,663 Sysco shares in Q2 2022, an estimated $223K.
  • Sysco made up 0.36% of TRH Financial's portfolio in Q2 2022, its #33 holding.
  • TRH Financial first reported a position in Sysco in Q4 2019 and has held it in 10 quarters since.
  • TRH Financial's Sysco position peaked at $2.36M in Q1 2021.
  • 1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.

Based on TRH Financial's 13F filing for Q2 2022, filed 26 Jul 2022.