Buck Wealth Strategies’s Sysco SYY Stock Holding History

Buck Wealth Strategies’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 Q4	–	Sell	-166	Closed	-$11K	–	303
2023 Q3	$11K	Buy	+166	New	+$11.9K	﹤0.01%	194

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Buck Wealth Strategies's SYY Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Sysco (SYY) in Q4 2023, closing a stake of 166 shares — an estimated $11K sold.

Buck Wealth Strategies first reported a position in SYY in Q3 2023 and held it in 1 quarter. The position peaked at $11K in Q3 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Buck Wealth Strategies reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 166 Sysco shares in Q4 2023, an estimated $11K.
Buck Wealth Strategies first reported a position in Sysco in Q3 2023 and held it in 1 quarter.
Buck Wealth Strategies's Sysco position peaked at $11K in Q3 2023.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.