Cary Street Partners Asset Management’s Sysco SYY Stock Holding History

Cary Street Partners Asset Management’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	$6.14M	Sell	78,611 -197	-0.2%	-$14.8K	0.81%	31
2024 Q2	$5.63M	Buy	78,808 +644	+0.8%	+$48.1K	0.83%	32
2024 Q1	$6.35M	Buy	78,164 +2,833	+4%	+$223K	0.98%	21
2023 Q4	$5.51M	Sell	75,331 -6,296	-8%	-$435K	0.94%	26
2023 Q3	$5.39M	Buy	81,627 +11,089	+16%	+$797K	1.01%	22
2023 Q2	$5.23M	Buy	70,538 +19,615	+39%	+$1.45M	0.97%	24
2023 Q1	$3.93M	Buy	50,923 +20,920	+70%	+$1.61M	0.74%	37
2022 Q4	$2.29M	Buy	30,003 +3,960	+15%	+$320K	0.47%	54
2022 Q3	$1.84M	Buy	26,043 +602	+2%	+$50.1K	0.44%	62
2022 Q2	$2.15M	Buy	25,441 +850	+3%	+$71.2K	0.5%	53
2022 Q1	$2.01M	Buy	24,591 +8,709	+55%	+$704K	0.4%	67
2021 Q4	$1.25M	Buy	15,882 +1,770	+13%	+$136K	0.27%	94
2021 Q3	$1.11M	Buy	+14,112	New	+$1.08M	0.39%	77

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 $37.4B AUM 35.42% 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

Cary Street Partners Asset Management's SYY Position: Q3 2024 in Review

Cary Street Partners Asset Management reduced its Sysco (SYY) stake by 0.25% in Q3 2024, selling an estimated $14.8K and leaving 78,611 shares worth $6.14M. The position accounts for 0.81% of the portfolio, ranked #31.

Cary Street Partners Asset Management first reported a position in SYY in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.35M in Q1 2024. 1,485 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Cary Street Partners Asset Management held 78,611 shares of Sysco worth $6.14M as of Q3 2024.
Cary Street Partners Asset Management sold 197 Sysco shares in Q3 2024, an estimated $14.8K.
Sysco made up 0.81% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #31 holding.
Cary Street Partners Asset Management first reported a position in Sysco in Q3 2021 and has held it in 13 quarters since.
Cary Street Partners Asset Management's Sysco position peaked at $6.35M in Q1 2024.
1,485 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.