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Baker Tilly Wealth Management’s Sysco SYY Stock Holding History

Baker Tilly Wealth Management’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
-6,379
Closed -$473K – 539
2023
Q2 		$473K Sell
6,379
-517
-7% -$38.2K 0.05% 353
2023
Q1 		$533K Buy
6,896
+27
+0.4% +$2.07K 0.06% 315
2022
Q4 		$525K Buy
+6,869
New +$555K 0.06% 310

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

Baker Tilly Wealth Management's SYY Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Sysco (SYY) in Q3 2023, closing a stake of 6,379 shares — an estimated $473K sold.

Baker Tilly Wealth Management first reported a position in SYY in Q4 2022 and held it in 3 quarters. The position peaked at $533K in Q1 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,379 Sysco shares in Q3 2023, an estimated $473K.
  • Baker Tilly Wealth Management first reported a position in Sysco in Q4 2022 and held it in 3 quarters.
  • Baker Tilly Wealth Management's Sysco position peaked at $533K in Q1 2023.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.