BIA
SYY icon

BHK Investment Advisors’s Sysco SYY Stock Holding History

BHK Investment 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 		– Sell
-6,204
Closed -$479K – 62
2023
Q1 		$479K Buy
6,204
+286
+5% +$21.9K 0.21% 41
2022
Q4 		$452K Sell
5,918
-899
-13% -$72.6K 0.25% 34
2022
Q3 		$482K Sell
6,817
-370
-5% -$30.8K 0.24% 33
2022
Q2 		$609K Buy
7,187
+255
+4% +$21.4K 0.27% 30
2022
Q1 		$566K Buy
6,932
+1
+0% +$81 0.24% 30
2021
Q4 		$544K Sell
6,931
-249
-3% -$19.2K 0.21% 33
2021
Q3 		$564K Buy
7,180
+626
+10% +$47.7K 0.23% 29
2021
Q2 		$510K Sell
6,554
-1,171
-15% -$94.6K 0.21% 31
2021
Q1 		$574K Buy
7,725
+200
+3% +$15.5K 0.27% 30
2020
Q4 		$559K Sell
7,525
-1,224
-14% -$84.2K 0.26% 30
2020
Q3 		$544K Buy
8,749
+2,276
+35% +$132K 0.31% 29
2020
Q2 		$354K Buy
+6,473
New +$340K 0.21% 33
2020
Q1 		– Sell
-3,183
Closed -$272K – 63
2019
Q4 		$272K Sell
3,183
-100
-3% -$8.1K 0.16% 53
2019
Q3 		$261K Buy
3,283
+265
+9% +$19.5K 0.15% 69
2019
Q2 		$213K Sell
3,018
-350
-10% -$24.9K 0.12% 81
2019
Q1 		$225K Buy
+3,368
New +$219K 0.14% 83

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

BHK Investment Advisors's SYY Position: Q2 2023 in Review

BHK Investment Advisors sold out of Sysco (SYY) in Q2 2023, closing a stake of 6,204 shares — an estimated $479K sold.

BHK Investment Advisors first reported a position in SYY in Q1 2019 and held it in 16 quarters. The position peaked at $609K in Q2 2022. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • BHK Investment Advisors reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • BHK Investment Advisors sold 6,204 Sysco shares in Q2 2023, an estimated $479K.
  • BHK Investment Advisors first reported a position in Sysco in Q1 2019 and held it in 16 quarters.
  • BHK Investment Advisors's Sysco position peaked at $609K in Q2 2022.
  • 1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on BHK Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.