Brown Shipley & Co’s Sysco SYY Stock Holding History

Brown Shipley & Co’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 Q3	–	Sell	-130	Closed	-$9.65K	–	117
2023 Q2	$9.65K	Buy	+130	New	+$9.61K	﹤0.01%	113

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Brown Shipley & Co's SYY Position: Q3 2023 in Review

Brown Shipley & Co sold out of Sysco (SYY) in Q3 2023, closing a stake of 130 shares — an estimated $9.65K sold.

Brown Shipley & Co first reported a position in SYY in Q2 2023 and held it in 1 quarter. The position peaked at $9.65K in Q2 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Brown Shipley & Co reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Brown Shipley & Co sold 130 Sysco shares in Q3 2023, an estimated $9.65K.
Brown Shipley & Co first reported a position in Sysco in Q2 2023 and held it in 1 quarter.
Brown Shipley & Co's Sysco position peaked at $9.65K in Q2 2023.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Brown Shipley & Co's 13F filing for Q3 2023, filed 21 Nov 2023.