AG
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Algert Global’s Sysco SYY Stock Holding History

Algert Global’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
-12,390
Closed -$919K – 1250
2023
Q2 		$919K Buy
+12,390
New +$916K 0.04% 678
2022
Q4 		– Sell
-9,209
Closed -$651K – 1282
2022
Q3 		$651K Buy
+9,209
New +$767K 0.04% 721
2020
Q3 		– Sell
-19,631
Closed -$1.07M – 484
2020
Q2 		$1.07M Buy
+19,631
New +$1.03M 0.36% 96

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

Algert Global's SYY Position: Q3 2023 in Review

Algert Global sold out of Sysco (SYY) in Q3 2023, closing a stake of 12,390 shares — an estimated $919K sold.

Algert Global first reported a position in SYY in Q2 2020 and held it in 3 quarters. The position peaked at $1.07M in Q2 2020. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Algert Global reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Algert Global sold 12,390 Sysco shares in Q3 2023, an estimated $919K.
  • Algert Global first reported a position in Sysco in Q2 2020 and held it in 3 quarters.
  • Algert Global's Sysco position peaked at $1.07M in Q2 2020.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Algert Global's 13F filing for Q3 2023, filed 13 Nov 2023.