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Baystate Wealth Management’s Sysco SYY Stock Holding History

Baystate 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
Q4 		$95.2K Buy
1,302
+15
+1% +$1.03K 0.01% 280
2023
Q3 		$85K Buy
1,287
+8
+0.6% +$575 0.01% 270
2023
Q2 		$94.9K Buy
1,279
+8
+0.6% +$592 0.01% 262
2023
Q1 		$98.2K Buy
1,271
+10
+0.8% +$767 0.01% 251
2022
Q4 		$96K Buy
1,261
+7
+0.6% +$566 0.01% 256
2022
Q3 		$89K Buy
1,254
+7
+0.6% +$583 0.01% 248
2022
Q2 		$106K Buy
1,247
+6
+0.5% +$503 0.01% 230
2022
Q1 		$101K Buy
1,241
+7
+0.6% +$566 0.01% 245
2021
Q4 		$97K Buy
1,234
+6
+0.5% +$462 0.01% 247
2021
Q3 		$96K Buy
1,228
+8
+0.7% +$610 0.01% 222
2021
Q2 		$95K Buy
1,220
+6
+0.5% +$485 0.01% 211
2021
Q1 		$96K Buy
1,214
+7
+0.6% +$543 0.01% 199
2020
Q4 		$90K Buy
1,207
+7
+0.6% +$481 0.01% 186
2020
Q3 		$75K Buy
1,200
+10
+0.8% +$582 0.01% 183
2020
Q2 		$65K Buy
1,190
+1,099
+1,208% +$57.8K 0.01% 202
2020
Q1 		$4K Sell
91
-905
-91% -$62.6K ﹤0.01% 457
2019
Q4 		$85K Sell
996
-529
-35% -$42.9K 0.01% 180
2019
Q3 		$121K Buy
1,525
+8
+0.5% +$587 0.02% 139
2019
Q2 		$107K Buy
1,517
+8
+0.5% +$569 0.01% 149
2019
Q1 		$106K Sell
1,509
-31
-2% -$2.02K 0.01% 143
2018
Q4 		$97K Buy
1,540
+47
+3% +$3.17K 0.01% 144
2018
Q3 		$105K Buy
1,493
+7
+0.5% +$504 0.02% 128
2018
Q2 		$103K Buy
1,486
+80
+6% +$5.11K 0.02% 126
2018
Q1 		$86K Hold
1,406
– – 0.01% 134
2017
Q4 		$89K Hold
1,406
– – 0.01% 145
2017
Q3 		$76K Hold
1,406
– – 0.01% 150
2017
Q2 		$71K Buy
1,406
+2
+0.1% +$107 0.01% 146
2017
Q1 		$73K Buy
1,404
+12
+0.9% +$636 0.01% 147
2016
Q4 		$77K Buy
+1,392
New +$72.3K 0.02% 124
2013
Q3 		– Sell
-90
Closed -$3K – 206
2013
Q2 		$3K Buy
+90
New +$3.1K ﹤0.01% 256

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's SYY Position: Q4 2023 in Review

Baystate Wealth Management increased its Sysco (SYY) stake by 1.2% in Q4 2023, buying an estimated $1.03K and bringing the position to 1,302 shares worth $95.2K. The position accounts for 0.01% of the portfolio, ranked #280.

Baystate Wealth Management first reported a position in SYY in Q2 2013 and has held it in 30 quarters since. The position peaked at $121K in Q3 2019. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Baystate Wealth Management held 1,302 shares of Sysco worth $95.2K as of Q4 2023.
  • Baystate Wealth Management bought 15 Sysco shares in Q4 2023, an estimated $1.03K.
  • Sysco made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #280 holding.
  • Baystate Wealth Management first reported a position in Sysco in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Sysco position peaked at $121K in Q3 2019.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.