9WM
SYY icon

9258 Wealth Management’s Sysco SYY Stock Holding History

9258 Wealth Management’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
2024
Q3 		$319K Sell
4,083
-147
-3% -$11.1K 0.05% 267
2024
Q2 		$302K Buy
4,230
+9
+0.2% +$673 0.05% 266
2024
Q1 		$343K Buy
4,221
+9
+0.2% +$709 0.05% 247
2023
Q4 		$308K Sell
4,212
-229
-5% -$15.8K 0.05% 251
2023
Q3 		$293K Sell
4,441
-1
-0% -$72 0.06% 253
2023
Q2 		$330K Buy
4,442
+18
+0.4% +$1.33K 0.06% 243
2023
Q1 		$342K Buy
4,424
+35
+0.8% +$2.69K 0.07% 234
2022
Q4 		$336K Buy
+4,389
New +$355K 0.07% 232
2022
Q3 		– Sell
-2,586
Closed -$219K – 341
2022
Q2 		$219K Buy
2,586
+7
+0.3% +$586 0.06% 299
2022
Q1 		$211K Sell
2,579
-39
-1% -$3.15K 0.05% 334
2021
Q4 		$206K Sell
2,618
-334
-11% -$25.7K 0.05% 347
2021
Q3 		$232K Buy
2,952
+8
+0.3% +$610 0.06% 307
2021
Q2 		$229K Sell
2,944
-180
-6% -$14.5K 0.06% 310
2021
Q1 		$246K Buy
+3,124
New +$242K 0.07% 273
2020
Q1 		– Sell
-2,741
Closed -$234K – 317
2019
Q4 		$234K Buy
+2,741
New +$222K 0.09% 254

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

9258 Wealth Management's SYY Position: Q3 2024 in Review

9258 Wealth Management reduced its Sysco (SYY) stake by 3.5% in Q3 2024, selling an estimated $11.1K and leaving 4,083 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #267.

9258 Wealth Management first reported a position in SYY in Q4 2019 and has held it in 15 quarters since. The position peaked at $343K in Q1 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • 9258 Wealth Management held 4,083 shares of Sysco worth $319K as of Q3 2024.
  • 9258 Wealth Management sold 147 Sysco shares in Q3 2024, an estimated $11.1K.
  • Sysco made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #267 holding.
  • 9258 Wealth Management first reported a position in Sysco in Q4 2019 and has held it in 15 quarters since.
  • 9258 Wealth Management's Sysco position peaked at $343K in Q1 2024.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.