Advisory Research’s Sysco SYY Stock Holding History

Advisory Research’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	–	Sell	-3,492	Closed	-$259K	–	487
2023 Q2	$259K	Buy	+3,492	New	+$258K	0.03%	400
2020 Q2	–	Sell	-32,001	Closed	-$1.46M	–	345
2020 Q1	$1.46M	Buy	+32,001	New	+$2.21M	0.1%	106
2017 Q4	–	Sell	-19,575	Closed	-$1.06M	–	440
2017 Q3	$1.06M	Sell	19,575 -238,351	-92%	-$12.4M	0.02%	300
2017 Q2	$13M	Buy	257,926 +118,234	+85%	+$6.31M	0.2%	107
2017 Q1	$7.25M	Buy	+139,692	New	+$7.4M	0.11%	126
2016 Q1	–	Sell	-45,394	Closed	-$1.86M	–	277
2015 Q4	$1.86M	Buy	45,394 +7,044	+18%	+$289K	0.03%	158
2015 Q3	$1.49M	Buy	+38,350	New	+$1.46M	0.02%	187
2014 Q2	–	Sell	-1,914	Closed	-$69K	–	636
2014 Q1	$69K	Buy	+1,914	New	+$68.7K	﹤0.01%	579

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's SYY Position: Q3 2023 in Review

Advisory Research sold out of Sysco (SYY) in Q3 2023, closing a stake of 3,492 shares — an estimated $259K sold.

Advisory Research first reported a position in SYY in Q1 2014 and held it in 8 quarters. The position peaked at $13M in Q2 2017. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Advisory Research reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 3,492 Sysco shares in Q3 2023, an estimated $259K.
Advisory Research first reported a position in Sysco in Q1 2014 and held it in 8 quarters.
Advisory Research's Sysco position peaked at $13M in Q2 2017.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.