YorkBridge Wealth Partners’s Sysco SYY Stock Holding History

YorkBridge Wealth Partners’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	$425K	Hold	5,558	–	–	0.11%	143
2022 Q3	$393K	Hold	5,558	–	–	0.1%	144
2022 Q2	$471K	Hold	5,558	–	–	0.12%	129
2022 Q1	$454K	Hold	5,558	–	–	0.1%	153
2021 Q4	$437K	Hold	5,558	–	–	0.1%	169
2021 Q3	$436K	Hold	5,558	–	–	0.11%	145
2021 Q2	$432K	Hold	5,558	–	–	0.11%	141
2021 Q1	$438K	Hold	5,558	–	–	0.13%	129
2020 Q4	$413K	Sell	5,558 -38	-0.7%	-$2.61K	0.14%	120
2020 Q3	$348K	Hold	5,596	–	–	0.15%	123
2020 Q2	$306K	Sell	5,596 -418	-7%	-$22K	0.14%	131
2020 Q1	$274K	Sell	6,014 -1,892	-24%	-$131K	0.17%	124
2019 Q4	$676K	Buy	7,906 +127	+2%	+$10.3K	0.31%	83
2019 Q3	$618K	Sell	7,779 -736	-9%	-$54K	0.31%	84
2019 Q2	$602K	Buy	8,515 +81	+1%	+$5.76K	0.27%	84
2019 Q1	$563K	Buy	8,434 +22	+0.3%	+$1.43K	0.26%	86
2018 Q4	$527K	Buy	8,412 +7	+0.1%	+$472	0.28%	87
2018 Q3	$614K	Sell	8,405 -1,344	-14%	-$96.8K	0.28%	85
2018 Q2	$666K	Buy	9,749 +438	+5%	+$28K	0.29%	83
2018 Q1	$563K	Buy	9,311 +459	+5%	+$27.8K	0.26%	90
2017 Q4	$509K	Buy	8,852 +1,743	+25%	+$98.8K	0.25%	94
2017 Q3	$384K	Sell	7,109 -320	-4%	-$16.7K	0.2%	106
2017 Q2	$375K	Sell	7,429 -171	-2%	-$9.13K	0.2%	106
2017 Q1	$402K	Sell	7,600 -45	-0.6%	-$2.38K	0.21%	100
2016 Q4	$412K	Buy	+7,645	New	+$397K	0.24%	94

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

YorkBridge Wealth Partners's SYY Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Sysco (SYY) position steady in Q4 2022 at 5,558 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #143.

YorkBridge Wealth Partners first reported a position in SYY in Q4 2016 and has held it in 25 quarters since. The position peaked at $676K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SYY as of Q4 2022.

YorkBridge Wealth Partners held 5,558 shares of Sysco worth $425K as of Q4 2022.
YorkBridge Wealth Partners left its Sysco share count unchanged in Q4 2022.
Sysco made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #143 holding.
YorkBridge Wealth Partners first reported a position in Sysco in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's Sysco position peaked at $676K in Q4 2019.
1,442 funds tracked by Wall St. Rank held Sysco as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.