Cedar Wealth Management’s Sysco SYY Stock Holding History

Cedar Wealth 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	–	Sell	-20	Closed	-$1.43K	–	300
2024 Q2	$1.43K	Sell	20 -147	-88%	-$11K	﹤0.01%	284
2024 Q1	$13.6K	Hold	167	–	–	﹤0.01%	240
2023 Q4	$12.2K	Hold	167	–	–	﹤0.01%	218
2023 Q3	$11K	Hold	167	–	–	﹤0.01%	224
2023 Q2	$12.4K	Hold	167	–	–	﹤0.01%	227
2023 Q1	$12.9K	Hold	167	–	–	0.01%	222
2022 Q4	$12.8K	Hold	167	–	–	0.01%	217
2022 Q3	$12K	Hold	167	–	–	0.01%	244
2022 Q2	$14K	Hold	167	–	–	0.01%	247
2022 Q1	$14K	Hold	167	–	–	0.01%	277
2021 Q4	$13K	Buy	+167	New	+$12.9K	0.01%	276
2020 Q2	–	Sell	-130	Closed	-$6K	–	240
2020 Q1	$6K	Buy	+130	New	+$8.99K	﹤0.01%	205

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cedar Wealth Management's SYY Position: Q3 2024 in Review

Cedar Wealth Management sold out of Sysco (SYY) in Q3 2024, closing a stake of 20 shares — an estimated $1.43K sold.

Cedar Wealth Management first reported a position in SYY in Q1 2020 and held it in 12 quarters. The position peaked at $14K in Q2 2022. 1,486 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Cedar Wealth Management reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
Cedar Wealth Management sold 20 Sysco shares in Q3 2024, an estimated $1.43K.
Cedar Wealth Management first reported a position in Sysco in Q1 2020 and held it in 12 quarters.
Cedar Wealth Management's Sysco position peaked at $14K in Q2 2022.
1,486 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.