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Ahrens Investment Partners’s Sysco SYY Stock Holding History

Ahrens Investment Partners’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
Q1 		$86.1K Buy
+1,115
New +$85.6K 0.04% 237
2022
Q3 		– Sell
-940
Closed -$80K – 806
2022
Q2 		$80K Hold
940
– – 0.04% 256
2022
Q1 		$77K Hold
940
– – 0.02% 314
2021
Q4 		$74K Buy
+940
New +$72.3K 0.03% 343

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ahrens Investment Partners's SYY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Sysco (SYY) in Q1 2023: 1,115 shares worth $86.1K. The stake represents 0.04% of the portfolio and ranks #237 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SYY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SYY in Q4 2021 and has held it in 4 quarters since. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Ahrens Investment Partners held 1,115 shares of Sysco worth $86.1K as of Q1 2023.
  • Sysco was a new Ahrens Investment Partners position in Q1 2023.
  • Sysco made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #237 holding.
  • Ahrens Investment Partners first reported a position in Sysco in Q4 2021 and has held it in 4 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.