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Wipfli Financial Advisors’s Sysco SYY Stock Holding History

Wipfli Financial 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 		$227K Buy
+3,205
New +$267K 0.02% 410

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

Wipfli Financial Advisors's SYY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sysco (SYY) in Q3 2022: 3,205 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings.

1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Wipfli Financial Advisors held 3,205 shares of Sysco worth $227K as of Q3 2022.
  • Sysco was a new Wipfli Financial Advisors position in Q3 2022.
  • Sysco made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #410 holding.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.