TrustCore Financial Services’s Sysco SYY Stock Holding History

TrustCore Financial Services’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	$877K	Buy	11,478 +178	+2%	+$14.4K	0.08%	128
2022 Q3	$799K	Hold	11,300	–	–	0.08%	120
2022 Q2	$957K	Hold	11,300	–	–	0.09%	107
2022 Q1	$923K	Buy	11,300 +5,650	+100%	+$457K	0.08%	121
2021 Q4	$444K	Sell	5,650 -5,200	-48%	-$400K	0.05%	173
2021 Q3	$852K	Hold	10,850	–	–	0.08%	115
2021 Q2	$844K	Hold	10,850	–	–	0.09%	116
2021 Q1	$854K	Hold	10,850	–	–	0.1%	110
2020 Q4	$806K	Hold	10,850	–	–	0.1%	109
2020 Q3	$675K	Hold	10,850	–	–	0.1%	115
2020 Q2	$593K	Hold	10,850	–	–	0.1%	120
2020 Q1	$495K	Hold	10,850	–	–	0.11%	120
2019 Q4	$928K	Sell	10,850 -17	-0.2%	-$1.38K	0.18%	88
2019 Q3	$863K	Sell	10,867 -70	-0.6%	-$5.14K	0.19%	88
2019 Q2	$773K	Buy	10,937 +5,503	+101%	+$392K	0.17%	90
2019 Q1	$363K	Buy	+5,434	New	+$354K	0.1%	106
2018 Q4	–	Sell	-5,200	Closed	-$381K	–	746
2018 Q3	$381K	Hold	5,200	–	–	0.12%	102
2018 Q2	$355K	Hold	5,200	–	–	0.13%	97
2018 Q1	$312K	Buy	5,200 +2,000	+63%	+$121K	0.12%	102
2017 Q4	$194K	Buy	+3,200	New	+$181K	0.08%	133

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TrustCore Financial Services's SYY Position: Q4 2022 in Review

TrustCore Financial Services increased its Sysco (SYY) stake by 1.6% in Q4 2022, buying an estimated $14.4K and bringing the position to 11,478 shares worth $877K. The position accounts for 0.08% of the portfolio, ranked #128.

TrustCore Financial Services first reported a position in SYY in Q4 2017 and has held it in 20 quarters since. The position peaked at $957K in Q2 2022. 1,443 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

TrustCore Financial Services held 11,478 shares of Sysco worth $877K as of Q4 2022.
TrustCore Financial Services bought 178 Sysco shares in Q4 2022, an estimated $14.4K.
Sysco made up 0.08% of TrustCore Financial Services's portfolio in Q4 2022, its #128 holding.
TrustCore Financial Services first reported a position in Sysco in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's Sysco position peaked at $957K in Q2 2022.
1,443 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.