Western Wealth Management’s Sysco SYY Stock Holding History

Western Wealth 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
2022 Q4	–	Sell	-4,295	Closed	-$340K	–	776
2022 Q3	$340K	Sell	4,295 -92	-2%	-$7.66K	0.02%	596
2022 Q2	$375K	Sell	4,387 -561	-11%	-$47K	0.02%	547
2022 Q1	$404K	Buy	+4,948	New	+$400K	0.02%	589
2021 Q2	$206K	Buy	+2,662	New	+$215K	0.02%	597
2019 Q4	–	Sell	-3,287	Closed	-$263K	–	421
2019 Q3	$263K	Sell	3,287 -3,641	-53%	-$267K	0.05%	319
2019 Q2	$490K	Buy	+6,928	New	+$493K	0.06%	227

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

Western Wealth Management's SYY Position: Q4 2022 in Review

Western Wealth Management sold out of Sysco (SYY) in Q4 2022, closing a stake of 4,295 shares — an estimated $340K sold.

Western Wealth Management first reported a position in SYY in Q2 2019 and held it in 6 quarters. The position peaked at $490K in Q2 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

Western Wealth Management reported no remaining Sysco position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 4,295 Sysco shares in Q4 2022, an estimated $340K.
Western Wealth Management first reported a position in Sysco in Q2 2019 and held it in 6 quarters.
Western Wealth Management's Sysco position peaked at $490K in Q2 2019.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.