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Waypoint Capital Advisors’s Sysco SYY Stock Holding History

Waypoint 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
2023
Q1 		– Sell
-23,937
Closed -$1.83M – 138
2022
Q4 		$1.83M Buy
23,937
+2,602
+12% +$210K 0.63% 43
2022
Q3 		$1.51M Buy
21,335
+1,105
+5% +$92K 0.66% 39
2022
Q2 		$1.71M Sell
20,230
-26
-0.1% -$2.18K 0.78% 32
2022
Q1 		$1.65M Buy
20,256
+1,306
+7% +$106K 0.97% 27
2021
Q4 		$1.49M Buy
+18,950
New +$1.46M 1.02% 26

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Waypoint Capital Advisors's SYY Position: Q1 2023 in Review

Waypoint Capital Advisors sold out of Sysco (SYY) in Q1 2023, closing a stake of 23,937 shares — an estimated $1.83M sold.

Waypoint Capital Advisors first reported a position in SYY in Q4 2021 and held it in 5 quarters. The position peaked at $1.83M in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Waypoint Capital Advisors reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Waypoint Capital Advisors sold 23,937 Sysco shares in Q1 2023, an estimated $1.83M.
  • Waypoint Capital Advisors first reported a position in Sysco in Q4 2021 and held it in 5 quarters.
  • Waypoint Capital Advisors's Sysco position peaked at $1.83M in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Waypoint Capital Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.