Centerpoint Advisors’s Sysco SYY Stock Holding History

Centerpoint Advisors’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 Q1	–	Sell	-330	Closed	-$24K	–	455
2023 Q4	$24K	Sell	330 -6	-2%	-$414	0.01%	210
2023 Q3	$22K	Hold	336	–	–	0.01%	217
2023 Q2	$25K	Hold	336	–	–	0.01%	219
2023 Q1	$26K	Buy	336 +6	+2%	+$460	0.01%	225
2022 Q4	$25K	Hold	330	–	–	0.01%	193
2022 Q3	$23K	Hold	330	–	–	0.01%	174
2022 Q2	$28K	Sell	330 -51	-13%	-$4.27K	0.01%	176
2022 Q1	$31K	Hold	381	–	–	0.01%	173
2021 Q4	$30K	Hold	381	–	–	0.01%	157
2021 Q3	$30K	Hold	381	–	–	0.01%	150
2021 Q2	$30K	Hold	381	–	–	0.01%	154
2021 Q1	$30K	Hold	381	–	–	0.02%	123
2020 Q4	$28K	Hold	381	–	–	0.02%	121
2020 Q3	$24K	Hold	381	–	–	0.02%	116
2020 Q2	$21K	Buy	381 +330	+647%	+$17.4K	0.02%	123
2020 Q1	$2K	Sell	51 -1,120	-96%	-$77.5K	﹤0.01%	223
2019 Q4	$100K	Hold	1,171	–	–	0.07%	69
2019 Q3	$93K	Hold	1,171	–	–	0.07%	71
2019 Q2	$83K	Hold	1,171	–	–	0.07%	75
2019 Q1	$78K	Hold	1,171	–	–	0.07%	76
2018 Q4	$73K	Sell	1,171 -1,373	-54%	-$92.6K	0.07%	76
2018 Q3	$186K	Hold	2,544	–	–	0.15%	45
2018 Q2	$174K	Buy	2,544 +51	+2%	+$3.26K	0.15%	47
2018 Q1	$149K	Buy	+2,493	New	+$151K	0.13%	49

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Centerpoint Advisors's SYY Position: Q1 2024 in Review

Centerpoint Advisors sold out of Sysco (SYY) in Q1 2024, closing a stake of 330 shares — an estimated $24K sold.

Centerpoint Advisors first reported a position in SYY in Q1 2018 and held it in 24 quarters. The position peaked at $186K in Q3 2018. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

Centerpoint Advisors reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
Centerpoint Advisors sold 330 Sysco shares in Q1 2024, an estimated $24K.
Centerpoint Advisors first reported a position in Sysco in Q1 2018 and held it in 24 quarters.
Centerpoint Advisors's Sysco position peaked at $186K in Q3 2018.
1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Centerpoint Advisors's 13F filing for Q1 2024, filed 2 May 2024.