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Annapolis Financial Services’s Sysco SYY Stock Holding History

Annapolis Financial Services’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 		$138K Buy
1,771
+4
+0.2% +$301 0.04% 105
2024
Q2 		$126K Hold
1,767
– – 0.04% 109
2024
Q1 		$143K Sell
1,767
-1,339
-43% -$106K 0.05% 104
2023
Q4 		$227K Sell
3,106
-419
-12% -$28.9K 0.06% 115
2023
Q3 		$233K Buy
3,525
+106
+3% +$7.62K 0.07% 103
2023
Q2 		$254K Sell
3,419
-324
-9% -$24K 0.07% 100
2023
Q1 		$289K Sell
3,743
-400
-10% -$30.7K 0.09% 96
2022
Q4 		$317K Sell
4,143
-1,389
-25% -$112K 0.1% 92
2022
Q3 		$391K Sell
5,532
-223
-4% -$18.6K 0.14% 85
2022
Q2 		$488K Hold
5,755
– – 0.18% 76
2022
Q1 		$470K Hold
5,755
– – 0.15% 79
2021
Q4 		$452K Buy
5,755
+46
+0.8% +$3.54K 0.14% 82
2021
Q3 		$448K Sell
5,709
-380
-6% -$29K 0.15% 80
2021
Q2 		$473K Sell
6,089
-200
-3% -$16.2K 0.16% 75
2021
Q1 		$495K Hold
6,289
– – 0.18% 65
2020
Q4 		$467K Buy
+6,289
New +$432K 0.18% 65

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Annapolis Financial Services's SYY Position: Q3 2024 in Review

Annapolis Financial Services increased its Sysco (SYY) stake by 0.23% in Q3 2024, buying an estimated $301 and bringing the position to 1,771 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #105.

Annapolis Financial Services first reported a position in SYY in Q4 2020 and has held it in 16 quarters since. The position peaked at $495K in Q1 2021. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Annapolis Financial Services held 1,771 shares of Sysco worth $138K as of Q3 2024.
  • Annapolis Financial Services bought 4 Sysco shares in Q3 2024, an estimated $301.
  • Sysco made up 0.04% of Annapolis Financial Services's portfolio in Q3 2024, its #105 holding.
  • Annapolis Financial Services first reported a position in Sysco in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Sysco position peaked at $495K in Q1 2021.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.