WealthBridge Capital Management’s Sysco SYY Stock Holding History

WealthBridge Capital Management’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	-7,541	Closed	-$577K	–	203
2022 Q4	$577K	Buy	7,541 +142	+2%	+$11.5K	0.24%	83
2022 Q3	$627K	Hold	7,399	–	–	0.27%	79
2022 Q2	$627K	Buy	+7,399	New	+$620K	0.27%	79
2019 Q2	–	Sell	-619	Closed	-$46K	–	777
2019 Q1	$46K	Buy	619 +7	+1%	+$455	0.03%	303
2018 Q4	$38K	Buy	+612	New	+$41.3K	0.03%	298

Other funds holding SYY

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

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

BlackRock New York $5.72T AUM 30.48% 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 $37.4B AUM 35.42% 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

WealthBridge Capital Management's SYY Position: Q1 2023 in Review

WealthBridge Capital Management sold out of Sysco (SYY) in Q1 2023, closing a stake of 7,541 shares — an estimated $577K sold.

WealthBridge Capital Management first reported a position in SYY in Q4 2018 and held it in 5 quarters. The position peaked at $627K in Q3 2022. 1,411 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

WealthBridge Capital Management reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
WealthBridge Capital Management sold 7,541 Sysco shares in Q1 2023, an estimated $577K.
WealthBridge Capital Management first reported a position in Sysco in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's Sysco position peaked at $627K in Q3 2022.
1,411 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on WealthBridge Capital Management's 13F filing for Q1 2023, filed 11 May 2023.