AFS
SYY icon

Access Financial Services’s Sysco SYY Stock Holding History

Access Financial Services’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
Q2 		– Sell
-18,735
Closed -$1.52M – 102
2024
Q1 		$1.52M Sell
18,735
-1,059
-5% -$83.5K 0.68% 46
2023
Q4 		$1.45M Sell
19,794
-57
-0.3% -$3.93K 0.75% 39
2023
Q3 		$1.31M Buy
19,851
+2,414
+14% +$173K 0.79% 42
2023
Q2 		$1.29M Buy
17,437
+476
+3% +$35.2K 0.75% 45
2023
Q1 		$1.31M Buy
16,961
+1,130
+7% +$86.7K 0.8% 36
2022
Q4 		$1.21M Buy
15,831
+238
+2% +$19.2K 0.74% 39
2022
Q3 		$1.1M Buy
15,593
+174
+1% +$14.5K 0.71% 42
2022
Q2 		$1.31M Sell
15,419
-2,474
-14% -$207K 0.75% 33
2022
Q1 		$1.46M Sell
17,893
-7,684
-30% -$621K 0.69% 43
2021
Q4 		$2.01M Buy
25,577
+2,872
+13% +$221K 0.9% 26
2021
Q3 		$1.78M Buy
22,705
+43
+0.2% +$3.28K 0.8% 33
2021
Q2 		$1.76M Buy
22,662
+3,084
+16% +$249K 0.82% 39
2021
Q1 		$1.54M Buy
19,578
+716
+4% +$55.5K 0.72% 51
2020
Q4 		$1.4M Hold
18,862
– – 0.69% 43
2020
Q3 		$1.17M Sell
18,862
-53
-0.3% -$3.08K 0.63% 44
2020
Q2 		$1.03M Buy
+18,915
New +$995K 0.68% 44

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Access Financial Services's SYY Position: Q2 2024 in Review

Access Financial Services sold out of Sysco (SYY) in Q2 2024, closing a stake of 18,735 shares — an estimated $1.52M sold.

Access Financial Services first reported a position in SYY in Q2 2020 and held it in 16 quarters. The position peaked at $2.01M in Q4 2021. 1,433 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Access Financial Services reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Access Financial Services sold 18,735 Sysco shares in Q2 2024, an estimated $1.52M.
  • Access Financial Services first reported a position in Sysco in Q2 2020 and held it in 16 quarters.
  • Access Financial Services's Sysco position peaked at $2.01M in Q4 2021.
  • 1,433 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Access Financial Services's 13F filing for Q2 2024, filed 25 Jul 2024.