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Capital Advisors Inc’s Sysco SYY Stock Holding History

Capital Advisors Inc’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
-2,840
Closed -$211K – 279
2023
Q2 		$211K Buy
+2,840
New +$210K 0.01% 256
2022
Q3 		– Sell
-2,500
Closed -$212K – 252
2022
Q2 		$212K Hold
2,500
– – 0.01% 233
2022
Q1 		$204K Buy
+2,500
New +$202K 0.01% 246

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Advisors Inc's SYY Position: Q3 2023 in Review

Capital Advisors Inc sold out of Sysco (SYY) in Q3 2023, closing a stake of 2,840 shares — an estimated $211K sold.

Capital Advisors Inc first reported a position in SYY in Q1 2022 and held it in 3 quarters. The position peaked at $212K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Capital Advisors Inc reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Capital Advisors Inc sold 2,840 Sysco shares in Q3 2023, an estimated $211K.
  • Capital Advisors Inc first reported a position in Sysco in Q1 2022 and held it in 3 quarters.
  • Capital Advisors Inc's Sysco position peaked at $212K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Capital Advisors Inc's 13F filing for Q3 2023, filed 24 Oct 2023.