WG
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Welch Group’s Sysco SYY Stock Holding History

Welch Group’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
-3,857
Closed -$327K – 204
2022
Q2 		$327K Hold
3,857
– – 0.02% 136
2022
Q1 		$315K Buy
3,857
+1
+0% +$81 0.02% 157
2021
Q4 		$303K Sell
3,856
-70
-2% -$5.39K 0.02% 171
2021
Q3 		$308K Buy
3,926
+36
+0.9% +$2.75K 0.02% 144
2021
Q2 		$302K Buy
3,890
+266
+7% +$21.5K 0.02% 140
2021
Q1 		$285K Buy
+3,624
New +$281K 0.02% 149

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Welch Group's SYY Position: Q3 2022 in Review

Welch Group sold out of Sysco (SYY) in Q3 2022, closing a stake of 3,857 shares — an estimated $327K sold.

Welch Group first reported a position in SYY in Q1 2021 and held it in 6 quarters. The position peaked at $327K in Q2 2022. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Welch Group reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Welch Group sold 3,857 Sysco shares in Q3 2022, an estimated $327K.
  • Welch Group first reported a position in Sysco in Q1 2021 and held it in 6 quarters.
  • Welch Group's Sysco position peaked at $327K in Q2 2022.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Welch Group's 13F filing for Q3 2022, filed 13 Oct 2022.