BKM Wealth Management’s Sysco SYY Stock Holding History

BKM 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
2024 Q2	–	Sell	-1,965	Closed	-$160K	–	192
2024 Q1	$160K	Buy	1,965 +1,391	+242%	+$110K	0.07%	169
2023 Q4	$42K	Buy	+574	New	+$39.6K	0.02%	275

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BKM Wealth Management's SYY Position: Q2 2024 in Review

BKM Wealth Management sold out of Sysco (SYY) in Q2 2024, closing a stake of 1,965 shares — an estimated $160K sold.

BKM Wealth Management first reported a position in SYY in Q4 2023 and held it in 2 quarters. The position peaked at $160K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

BKM Wealth Management reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 1,965 Sysco shares in Q2 2024, an estimated $160K.
BKM Wealth Management first reported a position in Sysco in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's Sysco position peaked at $160K in Q1 2024.
1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.