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Arvest Trust’s Sysco SYY Stock Holding History

Arvest Trust’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
-2,964
Closed -$226K – 168
2023
Q2 		$226K Sell
2,964
-21
-0.7% -$1.55K 0.01% 158
2023
Q1 		$231K Buy
2,985
+31
+1% +$2.38K 0.01% 146
2022
Q4 		$226K Sell
2,954
-228
-7% -$18.4K 0.01% 163
2022
Q3 		$225K Buy
3,182
+53
+2% +$4.41K 0.02% 163
2022
Q2 		$265K Sell
3,129
-591
-16% -$49.5K 0.02% 132
2022
Q1 		$304K Buy
3,720
+921
+33% +$74.4K 0.02% 140
2021
Q4 		$220K Buy
+2,799
New +$215K 0.01% 168

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

Arvest Trust's SYY Position: Q3 2023 in Review

Arvest Trust sold out of Sysco (SYY) in Q3 2023, closing a stake of 2,964 shares — an estimated $226K sold.

Arvest Trust first reported a position in SYY in Q4 2021 and held it in 7 quarters. The position peaked at $304K in Q1 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Arvest Trust reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Arvest Trust sold 2,964 Sysco shares in Q3 2023, an estimated $226K.
  • Arvest Trust first reported a position in Sysco in Q4 2021 and held it in 7 quarters.
  • Arvest Trust's Sysco position peaked at $304K in Q1 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Arvest Trust's 13F filing for Q3 2023, filed 14 Nov 2023.