Alethea Capital Management’s Sysco SYY Stock Holding History

Alethea Capital 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
2024 Q3	–	Sell	-6,322	Closed	-$451K	–	49
2024 Q2	$451K	Buy	+6,322	New	+$472K	0.34%	18
2022 Q4	–	Sell	-3,500	Closed	-$247K	–	57
2022 Q3	$247K	Hold	3,500	–	–	0.31%	49
2022 Q2	$296K	Hold	3,500	–	–	0.37%	51
2022 Q1	$286K	Hold	3,500	–	–	0.26%	55
2021 Q4	$275K	Hold	3,500	–	–	0.23%	64
2021 Q3	$275K	Hold	3,500	–	–	0.24%	65
2021 Q2	$272K	Hold	3,500	–	–	0.17%	69
2021 Q1	$276K	Hold	3,500	–	–	0.17%	66
2020 Q4	$260K	Hold	3,500	–	–	0.13%	65
2020 Q3	$218K	Buy	+3,500	New	+$204K	0.15%	59
2019 Q4	–	Sell	-10,690	Closed	-$849K	–	103
2019 Q3	$849K	Buy	+10,690	New	+$785K	0.54%	15
2016 Q4	–	Sell	-12,703	Closed	-$623K	–	90
2016 Q3	$623K	Buy	+12,703	New	+$652K	0.86%	36
2016 Q2	–	Sell	-57,328	Closed	-$2.68M	–	76
2016 Q1	$2.68M	Buy	+57,328	New	+$2.47M	2.98%	7

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alethea Capital Management's SYY Position: Q3 2024 in Review

Alethea Capital Management sold out of Sysco (SYY) in Q3 2024, closing a stake of 6,322 shares — an estimated $451K sold.

Alethea Capital Management first reported a position in SYY in Q1 2016 and held it in 13 quarters. The position peaked at $2.68M in Q1 2016. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Alethea Capital Management reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
Alethea Capital Management sold 6,322 Sysco shares in Q3 2024, an estimated $451K.
Alethea Capital Management first reported a position in Sysco in Q1 2016 and held it in 13 quarters.
Alethea Capital Management's Sysco position peaked at $2.68M in Q1 2016.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Alethea Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.