BDO Wealth Advisors’s Sysco SYY Stock Holding History

BDO Wealth 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
2023 Q2	$284K	Buy	3,827 +250	+7%	+$18.5K	0.03%	223
2023 Q1	$276K	Hold	3,577	–	–	0.03%	215
2022 Q4	$273K	Hold	3,577	–	–	0.03%	230
2022 Q3	$253K	Hold	3,577	–	–	0.03%	228
2022 Q2	$303K	Sell	3,577 -190	-5%	-$15.9K	0.04%	213
2022 Q1	$308K	Sell	3,767 -370	-9%	-$29.9K	0.03%	215
2021 Q4	$325K	Hold	4,137	–	–	0.03%	224
2021 Q3	$325K	Sell	4,137 -1,000	-19%	-$76.3K	0.04%	226
2021 Q2	$399K	Buy	5,137 +1,000	+24%	+$80.8K	0.04%	213
2021 Q1	$326K	Sell	4,137 -332	-7%	-$25.7K	0.04%	223
2020 Q4	$332K	Hold	4,469	–	–	0.05%	184
2020 Q3	$278K	Hold	4,469	–	–	0.05%	188
2020 Q2	$244K	Sell	4,469 -532	-11%	-$28K	0.04%	197
2020 Q1	$228K	Buy	+5,001	New	+$346K	0.05%	193
2019 Q2	–	Sell	-198	Closed	-$13K	–	687
2019 Q1	$13K	Hold	198	–	–	﹤0.01%	411
2018 Q4	$12K	Sell	198 -6	-3%	-$405	﹤0.01%	395
2018 Q3	$15K	Hold	204	–	–	﹤0.01%	421
2018 Q2	$14K	Buy	+204	New	+$13K	﹤0.01%	425

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's SYY Position: Q2 2023 in Review

BDO Wealth Advisors increased its Sysco (SYY) stake by 7% in Q2 2023, buying an estimated $18.5K and bringing the position to 3,827 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #223.

BDO Wealth Advisors first reported a position in SYY in Q2 2018 and has held it in 18 quarters since. The position peaked at $399K in Q2 2021. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

BDO Wealth Advisors held 3,827 shares of Sysco worth $284K as of Q2 2023.
BDO Wealth Advisors bought 250 Sysco shares in Q2 2023, an estimated $18.5K.
Sysco made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #223 holding.
BDO Wealth Advisors first reported a position in Sysco in Q2 2018 and has held it in 18 quarters since.
BDO Wealth Advisors's Sysco position peaked at $399K in Q2 2021.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.