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Arbor Trust Wealth Advisors’s Sysco SYY Stock Holding History

Arbor Trust Wealth Advisors’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
Q2 		– Sell
-3,875
Closed -$300K – 104
2024
Q1 		$300K Sell
3,875
-1,075
-22% -$84.7K 0.16% 83
2023
Q4 		$362K Hold
4,950
– – 0.22% 73
2023
Q3 		$327K Sell
4,950
-2,400
-33% -$172K 0.22% 70
2023
Q2 		$545K Buy
7,350
+386
+6% +$28.5K 0.35% 60
2023
Q1 		$538K Hold
6,964
– – 0.35% 58
2022
Q4 		$532K Hold
6,964
– – 0.37% 54
2022
Q3 		$491K Hold
6,964
– – 0.37% 55
2022
Q2 		$593K Buy
6,964
+14
+0.2% +$1.17K 0.41% 53
2022
Q1 		$571K Sell
6,950
-50
-0.7% -$4.04K 0.34% 59
2021
Q4 		$550K Buy
7,000
+300
+4% +$23.1K 0.32% 60
2021
Q3 		$529K Buy
6,700
+100
+2% +$7.63K 0.33% 58
2021
Q2 		$513K Buy
6,600
+2,650
+67% +$214K 0.32% 60
2021
Q1 		$315K Hold
3,950
– – 0.21% 73
2020
Q4 		$293K Sell
3,950
-150
-4% -$10.3K 0.21% 70
2020
Q3 		$255K Sell
4,100
-145
-3% -$8.44K 0.22% 69
2020
Q2 		$232K Sell
4,245
-300
-7% -$15.8K 0.21% 77
2020
Q1 		$207K Sell
4,545
-25
-0.5% -$1.73K 0.22% 79
2019
Q4 		$391K Buy
+4,570
New +$370K 0.33% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Arbor Trust Wealth Advisors's SYY Position: Q2 2024 in Review

Arbor Trust Wealth Advisors sold out of Sysco (SYY) in Q2 2024, closing a stake of 3,875 shares — an estimated $300K sold.

Arbor Trust Wealth Advisors first reported a position in SYY in Q4 2019 and held it in 18 quarters. The position peaked at $593K in Q2 2022. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Arbor Trust Wealth Advisors reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 3,875 Sysco shares in Q2 2024, an estimated $300K.
  • Arbor Trust Wealth Advisors first reported a position in Sysco in Q4 2019 and held it in 18 quarters.
  • Arbor Trust Wealth Advisors's Sysco position peaked at $593K in Q2 2022.
  • 1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.