ZIMP
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Zimmermann Investment Management & Planning’s Sysco SYY Stock Holding History

Zimmermann Investment Management & Planning’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
2023
Q1 		– Sell
-3,497
Closed -$267K – 119
2022
Q4 		$267K Sell
3,497
-183
-5% -$14.8K 0.15% 77
2022
Q3 		$260K Buy
+3,680
New +$306K 0.16% 76

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Zimmermann Investment Management & Planning's SYY Position: Q1 2023 in Review

Zimmermann Investment Management & Planning sold out of Sysco (SYY) in Q1 2023, closing a stake of 3,497 shares — an estimated $267K sold.

Zimmermann Investment Management & Planning first reported a position in SYY in Q3 2022 and held it in 2 quarters. The position peaked at $267K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Zimmermann Investment Management & Planning reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 3,497 Sysco shares in Q1 2023, an estimated $267K.
  • Zimmermann Investment Management & Planning first reported a position in Sysco in Q3 2022 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Sysco position peaked at $267K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2023, filed 25 Apr 2023.