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Brendel Financial Advisors’s Sysco SYY Stock Holding History

Brendel Financial 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
2024
Q1 		– Sell
-42,589
Closed -$3.12M – 94
2023
Q4 		$3.12M Buy
+42,589
New +$2.94M 2.04% 20
2022
Q2 		– Sell
-47,235
Closed -$3.86M – 115
2022
Q1 		$3.86M Buy
+47,235
New +$3.82M 2.1% 13

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brendel Financial Advisors's SYY Position: Q1 2024 in Review

Brendel Financial Advisors sold out of Sysco (SYY) in Q1 2024, closing a stake of 42,589 shares — an estimated $3.12M sold.

Brendel Financial Advisors first reported a position in SYY in Q1 2022 and held it in 2 quarters. The position peaked at $3.86M in Q1 2022. 1,477 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Brendel Financial Advisors reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 42,589 Sysco shares in Q1 2024, an estimated $3.12M.
  • Brendel Financial Advisors first reported a position in Sysco in Q1 2022 and held it in 2 quarters.
  • Brendel Financial Advisors's Sysco position peaked at $3.86M in Q1 2022.
  • 1,477 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Brendel Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.