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Carmel Capital Partners’s Sysco SYY Stock Holding History

Carmel Capital Partners’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
-1,564
Closed -$103K – 625
2023
Q3 		$103K Buy
1,564
+4
+0.3% +$287 0.05% 190
2023
Q2 		$116K Hold
1,560
– – 0.06% 158
2023
Q1 		$120K Buy
+1,560
New +$120K 0.07% 172

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmel Capital Partners's SYY Position: Q4 2023 in Review

Carmel Capital Partners sold out of Sysco (SYY) in Q4 2023, closing a stake of 1,564 shares — an estimated $103K sold.

Carmel Capital Partners first reported a position in SYY in Q1 2023 and held it in 3 quarters. The position peaked at $120K in Q1 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Carmel Capital Partners reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,564 Sysco shares in Q4 2023, an estimated $103K.
  • Carmel Capital Partners first reported a position in Sysco in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Sysco position peaked at $120K in Q1 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.