Aspiriant LLC’s Sysco SYY Stock Holding History

Aspiriant LLC’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	-2,671	Closed	-$217K	–	325
2024 Q1	$217K	Sell	2,671 -216	-7%	-$17K	0.01%	300
2023 Q4	$211K	Buy	+2,887	New	+$199K	0.01%	293

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aspiriant LLC's SYY Position: Q2 2024 in Review

Aspiriant LLC sold out of Sysco (SYY) in Q2 2024, closing a stake of 2,671 shares — an estimated $217K sold.

Aspiriant LLC first reported a position in SYY in Q4 2023 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

Aspiriant LLC reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
Aspiriant LLC sold 2,671 Sysco shares in Q2 2024, an estimated $217K.
Aspiriant LLC first reported a position in Sysco in Q4 2023 and held it in 2 quarters.
Aspiriant LLC's Sysco position peaked at $217K in Q1 2024.
1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Aspiriant LLC's 13F filing for Q2 2024, filed 15 Jul 2024.