BBWP
SYY icon

Beacon Bridge Wealth Partners’s Sysco SYY Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		– Sell
-2,931
Closed -$214K – 111
2023
Q4 		$214K Sell
2,931
-327
-10% -$22.6K 0.11% 101
2023
Q3 		$215K Sell
3,258
-360
-10% -$25.9K 0.11% 92
2023
Q2 		$268K Buy
3,618
+335
+10% +$24.8K 0.14% 72
2023
Q1 		$254K Buy
3,283
+458
+16% +$35.1K 0.15% 78
2022
Q4 		$216K Buy
+2,825
New +$228K 0.16% 85

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Beacon Bridge Wealth Partners's SYY Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of Sysco (SYY) in Q1 2024, closing a stake of 2,931 shares — an estimated $214K sold.

Beacon Bridge Wealth Partners first reported a position in SYY in Q4 2022 and held it in 5 quarters. The position peaked at $268K in Q2 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Beacon Bridge Wealth Partners reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,931 Sysco shares in Q1 2024, an estimated $214K.
  • Beacon Bridge Wealth Partners first reported a position in Sysco in Q4 2022 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's Sysco position peaked at $268K in Q2 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.