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Certified Advisory Corp’s Sysco SYY Stock Holding History

Certified Advisory Corp’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
2023
Q4 		– Sell
-18,661
Closed -$25.9K – 312
2023
Q3 		$25.9K Buy
+18,661
New +$1.34M ﹤0.01% 261
2020
Q2 		$2K Buy
37
+1
+3% +$53 ﹤0.01% 710
2020
Q1 		$2K Hold
36
– – ﹤0.01% 711
2019
Q4 		$3K Buy
+36
New +$2.92K ﹤0.01% 708
2019
Q2 		– Sell
-55
Closed -$4K – 833
2019
Q1 		$4K Buy
+55
New +$3.58K ﹤0.01% 659

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Certified Advisory Corp's SYY Position: Q4 2023 in Review

Certified Advisory Corp sold out of Sysco (SYY) in Q4 2023, closing a stake of 18,661 shares — an estimated $25.9K sold.

Certified Advisory Corp first reported a position in SYY in Q1 2019 and held it in 5 quarters. The position peaked at $25.9K in Q3 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Certified Advisory Corp reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 18,661 Sysco shares in Q4 2023, an estimated $25.9K.
  • Certified Advisory Corp first reported a position in Sysco in Q1 2019 and held it in 5 quarters.
  • Certified Advisory Corp's Sysco position peaked at $25.9K in Q3 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.