ZIG
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Zullo Investment Group’s Sysco SYY Stock Holding History

Zullo Investment Group’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
-1,995
Closed -$153K – 645
2022
Q4 		$153K Buy
1,995
+2
+0.1% +$162 0.09% 158
2022
Q3 		$141K Buy
1,993
+5
+0.3% +$416 0.09% 164
2022
Q2 		$168K Sell
1,988
-36
-2% -$3.02K 0.11% 154
2022
Q1 		$165K Buy
2,024
+21
+1% +$1.7K 0.09% 172
2021
Q4 		$157K Buy
+2,003
New +$154K 0.08% 185

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

Zullo Investment Group's SYY Position: Q1 2023 in Review

Zullo Investment Group sold out of Sysco (SYY) in Q1 2023, closing a stake of 1,995 shares — an estimated $153K sold.

Zullo Investment Group first reported a position in SYY in Q4 2021 and held it in 5 quarters. The position peaked at $168K in Q2 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Zullo Investment Group reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,995 Sysco shares in Q1 2023, an estimated $153K.
  • Zullo Investment Group first reported a position in Sysco in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Sysco position peaked at $168K in Q2 2022.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.