Win Advisors’s Sysco SYY Stock Holding History

Win 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
2022 Q3	–	Sell	-116	Closed	-$10K	–	158
2022 Q2	$10K	Buy	116 +88	+314%	+$7.37K	0.02%	115
2022 Q1	$2K	Buy	+28	New	+$2.26K	﹤0.01%	190

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

Win Advisors's SYY Position: Q3 2022 in Review

Win Advisors sold out of Sysco (SYY) in Q3 2022, closing a stake of 116 shares — an estimated $10K sold.

Win Advisors first reported a position in SYY in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

Win Advisors reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
Win Advisors sold 116 Sysco shares in Q3 2022, an estimated $10K.
Win Advisors first reported a position in Sysco in Q1 2022 and held it in 2 quarters.
Win Advisors's Sysco position peaked at $10K in Q2 2022.
1,393 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Win Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.