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BerganKDV Wealth Management’s Sysco SYY Stock Holding History

BerganKDV 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
Q2 		$91.3K Sell
1,231
-36
-3% -$2.66K 0.01% 308
2023
Q1 		$97.9K Hold
1,267
– – 0.01% 317
2022
Q4 		$96.9K Sell
1,267
-5
-0.4% -$404 0.01% 310
2022
Q3 		$90K Hold
1,272
– – 0.01% 302
2022
Q2 		$108K Buy
1,272
+500
+65% +$41.9K 0.01% 296
2022
Q1 		$63K Sell
772
-3
-0.4% -$242 0.01% 370
2021
Q4 		$61K Sell
775
-504
-39% -$38.8K 0.01% 401
2021
Q3 		$100K Buy
1,279
+408
+47% +$31.1K 0.01% 322
2021
Q2 		$68K Buy
871
+594
+214% +$48K 0.01% 352
2021
Q1 		$22K Hold
277
– – ﹤0.01% 474
2020
Q4 		$21K Sell
277
-5
-2% -$344 ﹤0.01% 471
2020
Q3 		$18K Buy
282
+134
+91% +$7.8K ﹤0.01% 442
2020
Q2 		$8K Sell
148
-95
-39% -$5K ﹤0.01% 574
2020
Q1 		$11K Hold
243
– – ﹤0.01% 486
2019
Q4 		$21K Sell
243
-1,279
-84% -$104K ﹤0.01% 444
2019
Q3 		$121K Hold
1,522
– – 0.02% 241
2019
Q2 		$108K Hold
1,522
– – 0.02% 255
2019
Q1 		$102K Sell
1,522
-457
-23% -$29.7K 0.02% 276
2018
Q4 		$124K Sell
1,979
-2,398
-55% -$162K 0.03% 217
2018
Q3 		$321K Sell
4,377
-24,485
-85% -$1.76M 0.07% 151
2018
Q2 		$1.97M Sell
28,862
-1,634
-5% -$104K 0.44% 38
2018
Q1 		$1.83M Buy
30,496
+932
+3% +$56.4K 0.5% 32
2017
Q4 		$1.79M Sell
29,564
-1,017
-3% -$57.6K 0.43% 38
2017
Q3 		$1.65M Sell
30,581
-1,574
-5% -$81.9K 0.41% 42
2017
Q2 		$1.62M Buy
32,155
+173
+0.5% +$9.24K 0.46% 38
2017
Q1 		$1.66M Buy
31,982
+1,980
+7% +$105K 0.49% 31
2016
Q4 		$1.66M Sell
30,002
-1,893
-6% -$98.3K 0.55% 24
2016
Q3 		$1.56M Sell
31,895
-2,536
-7% -$130K 0.54% 29
2016
Q2 		$1.75M Buy
34,431
+5,630
+20% +$272K 0.75% 28
2016
Q1 		$1.35M Buy
+28,801
New +$1.24M 0.81% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's SYY Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Sysco (SYY) stake by 2.8% in Q2 2023, selling an estimated $2.66K and leaving 1,231 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #308.

BerganKDV Wealth Management first reported a position in SYY in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.97M in Q2 2018. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • BerganKDV Wealth Management held 1,231 shares of Sysco worth $91.3K as of Q2 2023.
  • BerganKDV Wealth Management sold 36 Sysco shares in Q2 2023, an estimated $2.66K.
  • Sysco made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #308 holding.
  • BerganKDV Wealth Management first reported a position in Sysco in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Sysco position peaked at $1.97M in Q2 2018.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.