Carmichael Hill & Associates’s Sysco SYY Stock Holding History

Carmichael Hill & Associates’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 Q3	$72.5K	Hold	928	–	–	0.03%	310
2024 Q2	$66.3K	Hold	928	–	–	0.03%	299
2024 Q1	$75.3K	Hold	928	–	–	0.03%	286
2023 Q4	$67.9K	Hold	928	–	–	0.03%	304
2023 Q3	$61.3K	Hold	928	–	–	0.03%	297
2023 Q2	$68.9K	Hold	928	–	–	0.03%	286
2023 Q1	$71.7K	Hold	928	–	–	0.03%	264
2022 Q4	$70.9K	Hold	928	–	–	0.04%	283
2022 Q3	$66K	Hold	928	–	–	0.04%	285
2022 Q2	$79K	Buy	928 +14	+2%	+$1.17K	0.04%	260
2022 Q1	$75K	Hold	914	–	–	0.03%	285
2021 Q4	$72K	Hold	914	–	–	0.03%	296
2021 Q3	$72K	Hold	914	–	–	0.04%	289
2021 Q2	$71K	Buy	914 +13	+1%	+$1.05K	0.04%	291
2021 Q1	$71K	Hold	901	–	–	0.04%	279
2020 Q4	$67K	Hold	901	–	–	0.04%	278
2020 Q3	$56K	Hold	901	–	–	0.04%	285
2020 Q2	$49K	Hold	901	–	–	0.04%	278
2020 Q1	$41K	Hold	901	–	–	0.04%	282
2019 Q4	$77K	Buy	+901	New	+$73K	0.05%	231

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carmichael Hill & Associates's SYY Position: Q3 2024 in Review

Carmichael Hill & Associates held its Sysco (SYY) position steady in Q3 2024 at 928 shares worth $72.5K. The position accounts for 0.03% of the portfolio, ranked #310.

Carmichael Hill & Associates first reported a position in SYY in Q4 2019 and has held it in 20 quarters since. The position peaked at $79K in Q2 2022. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Carmichael Hill & Associates held 928 shares of Sysco worth $72.5K as of Q3 2024.
Carmichael Hill & Associates left its Sysco share count unchanged in Q3 2024.
Sysco made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #310 holding.
Carmichael Hill & Associates first reported a position in Sysco in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Sysco position peaked at $79K in Q2 2022.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.