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Braun Stacey Associates’s Sysco SYY Stock Holding History

Braun Stacey Associates’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
-32,536
Closed -$2.51M – 131
2023
Q1 		$2.51M Sell
32,536
-92,055
-74% -$7.06M 0.07% 110
2022
Q4 		$9.52M Sell
124,591
-57,089
-31% -$4.61M 0.54% 84
2022
Q3 		$12.8M Sell
181,680
-51,960
-22% -$4.33M 0.78% 60
2022
Q2 		$19.8M Buy
233,640
+10,316
+5% +$864K 1.13% 24
2022
Q1 		$18.2M Buy
+223,324
New +$18.1M 0.76% 62

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Braun Stacey Associates's SYY Position: Q2 2023 in Review

Braun Stacey Associates sold out of Sysco (SYY) in Q2 2023, closing a stake of 32,536 shares — an estimated $2.51M sold.

Braun Stacey Associates first reported a position in SYY in Q1 2022 and held it in 5 quarters. The position peaked at $19.8M in Q2 2022. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Braun Stacey Associates reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Braun Stacey Associates sold 32,536 Sysco shares in Q2 2023, an estimated $2.51M.
  • Braun Stacey Associates first reported a position in Sysco in Q1 2022 and held it in 5 quarters.
  • Braun Stacey Associates's Sysco position peaked at $19.8M in Q2 2022.
  • 1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Braun Stacey Associates's 13F filing for Q2 2023, filed 28 Jul 2023.