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Baron Silver Stevens Financial Advisors’s Sysco SYY Stock Holding History

Baron Silver Stevens Financial 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
-2,677
Closed -$217K – 126
2024
Q1 		$217K Buy
+2,677
New +$211K 0.04% 115
2022
Q3 		– Sell
-2,377
Closed -$201K – 143
2022
Q2 		$201K Buy
+2,377
New +$199K 0.05% 103
2021
Q1 		– Sell
-2,377
Closed -$176K – 410
2020
Q4 		$176K Buy
+2,377
New +$163K 0.06% 70

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

Baron Silver Stevens Financial Advisors's SYY Position: Q2 2024 in Review

Baron Silver Stevens Financial Advisors sold out of Sysco (SYY) in Q2 2024, closing a stake of 2,677 shares — an estimated $217K sold.

Baron Silver Stevens Financial Advisors first reported a position in SYY in Q4 2020 and held it in 3 quarters. The position peaked at $217K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Baron Silver Stevens Financial Advisors reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 2,677 Sysco shares in Q2 2024, an estimated $217K.
  • Baron Silver Stevens Financial Advisors first reported a position in Sysco in Q4 2020 and held it in 3 quarters.
  • Baron Silver Stevens Financial Advisors'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 Baron Silver Stevens Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.