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Accel Wealth Management’s Sysco SYY Stock Holding History

Accel 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
2023
Q2 		– Sell
-246
Closed -$19K – 776
2023
Q1 		$19K Buy
246
+2
+0.8% +$153 0.01% 733
2022
Q4 		$18.7K Hold
244
– – 0.01% 576
2022
Q3 		$18K Hold
244
– – 0.01% 597
2022
Q2 		$21K Hold
244
– – 0.01% 533
2022
Q1 		$20K Hold
244
– – 0.01% 564
2021
Q4 		$19K Hold
244
– – 0.01% 587
2021
Q3 		$19K Buy
+244
New +$18.6K 0.01% 514

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Accel Wealth Management's SYY Position: Q2 2023 in Review

Accel Wealth Management sold out of Sysco (SYY) in Q2 2023, closing a stake of 246 shares — an estimated $19K sold.

Accel Wealth Management first reported a position in SYY in Q3 2021 and held it in 7 quarters. The position peaked at $21K in Q2 2022. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Accel Wealth Management reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 246 Sysco shares in Q2 2023, an estimated $19K.
  • Accel Wealth Management first reported a position in Sysco in Q3 2021 and held it in 7 quarters.
  • Accel Wealth Management's Sysco position peaked at $21K in Q2 2022.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.