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Castleview Partners’s Sysco SYY Stock Holding History

Castleview 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
2024
Q3 		– Sell
-87
Closed -$6.21K – 880
2024
Q2 		$6.21K Hold
87
– – ﹤0.01% 599
2024
Q1 		$7.06K Hold
87
– – ﹤0.01% 566
2023
Q4 		$6.36K Sell
87
-759
-90% -$52.4K ﹤0.01% 555
2023
Q3 		$55.9K Sell
846
-223
-21% -$16K 0.05% 239
2023
Q2 		$79.3K Buy
1,069
+11
+1% +$813 0.07% 203
2023
Q1 		$81.7K Buy
1,058
+1
+0.1% +$77 0.07% 198
2022
Q4 		$80.8K Buy
1,057
+112
+12% +$9.05K 0.08% 178
2022
Q3 		$67K Sell
945
-6,069
-87% -$505K 0.06% 208
2022
Q2 		$392K Buy
7,014
+5,998
+590% +$502K 0.31% 74
2022
Q1 		$82K Sell
1,016
-99,842
-99% -$8.07M 0.05% 272
2021
Q4 		$1.28K Buy
+100,858
New +$7.76M 0.01% 351
2021
Q2 		$391K Buy
+5,023
New +$406K 0.17% 121

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Castleview Partners's SYY Position: Q3 2024 in Review

Castleview Partners sold out of Sysco (SYY) in Q3 2024, closing a stake of 87 shares — an estimated $6.21K sold.

Castleview Partners first reported a position in SYY in Q2 2021 and held it in 12 quarters. The position peaked at $392K in Q2 2022. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Castleview Partners reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 87 Sysco shares in Q3 2024, an estimated $6.21K.
  • Castleview Partners first reported a position in Sysco in Q2 2021 and held it in 12 quarters.
  • Castleview Partners's Sysco position peaked at $392K in Q2 2022.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.