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Advisor Partners II’s Sysco SYY Stock Holding History

Advisor Partners II’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
Q3 		$802K Sell
12,147
-572
-4% -$41.1K 0.03% 555
2023
Q2 		$944K Sell
12,719
-4,121
-24% -$305K 0.04% 403
2023
Q1 		$1.3M Buy
16,840
+3,433
+26% +$263K 0.07% 286
2022
Q4 		$1.02M Buy
13,407
+881
+7% +$71.2K 0.06% 314
2022
Q3 		$886K Buy
+12,526
New +$1.04M 0.07% 299

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Partners II's SYY Position: Q3 2023 in Review

Advisor Partners II reduced its Sysco (SYY) stake by 4.5% in Q3 2023, selling an estimated $41.1K and leaving 12,147 shares worth $802K. The position accounts for 0.03% of the portfolio, ranked #555.

Advisor Partners II first reported a position in SYY in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Advisor Partners II held 12,147 shares of Sysco worth $802K as of Q3 2023.
  • Advisor Partners II sold 572 Sysco shares in Q3 2023, an estimated $41.1K.
  • Sysco made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #555 holding.
  • Advisor Partners II first reported a position in Sysco in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Sysco position peaked at $1.3M in Q1 2023.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.