Waratah Capital Advisors’s Sysco SYY Stock Holding History

Waratah Capital Advisors’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	-290,000	Closed	-$20.5M	–	229
2022 Q3	$20.5M	Buy	+290,000	New	+$24.2M	0.31%	52

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

Waratah Capital Advisors's SYY Position: Q3 2021 in Review

Waratah Capital Advisors sold out of Sysco (SYY) in Q3 2021, closing a stake of 5,132 shares — an estimated $399K sold.

Waratah Capital Advisors first reported a position in SYY in Q2 2016 and held it in 3 quarters. The position peaked at $1.2M in Q2 2016. 1,323 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Waratah Capital Advisors reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
Waratah Capital Advisors sold 5,132 Sysco shares in Q3 2021, an estimated $399K.
Waratah Capital Advisors first reported a position in Sysco in Q2 2016 and held it in 3 quarters.
Waratah Capital Advisors's Sysco position peaked at $1.2M in Q2 2016.
1,323 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Waratah Capital Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.