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CWM
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
–
301
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
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1-Year Est. Return
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1-Year Est. Return
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Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Parnassus Investments
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$34.1B AUM
20.22%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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