WealthOne’s Sysco SYY Stock Holding History

WealthOne’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 Q3	–	Sell	-2,589	Closed	-$219K	–	117
2022 Q2	$219K	Buy	2,589 +2	+0.1%	+$168	0.09%	112
2022 Q1	$211K	Buy	2,587 +3	+0.1%	+$242	0.07%	120
2021 Q4	$203K	Sell	2,584 -13	-0.5%	-$1K	0.07%	113
2021 Q3	$204K	Buy	2,597 +2	+0.1%	+$153	0.08%	128
2021 Q2	$202K	Buy	+2,595	New	+$210K	0.08%	124
2019 Q1	–	Sell	-1,656	Closed	-$104K	–	488
2018 Q4	$104K	Buy	+1,656	New	+$112K	0.09%	115

Other funds holding SYY

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthOne's SYY Position: Q3 2022 in Review

WealthOne sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,589 shares — an estimated $219K sold.

WealthOne first reported a position in SYY in Q4 2018 and held it in 6 quarters. The position peaked at $219K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

WealthOne reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
WealthOne sold 2,589 Sysco shares in Q3 2022, an estimated $219K.
WealthOne first reported a position in Sysco in Q4 2018 and held it in 6 quarters.
WealthOne's Sysco position peaked at $219K in Q2 2022.
1,393 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on WealthOne's 13F filing for Q3 2022, filed 18 Oct 2022.