Charles Carroll Financial Partners’s Sysco SYY Stock Holding History

Charles Carroll Financial 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
2023 Q4	$201K	Buy	+2,752	New	+$190K	0.22%	37
2023 Q3	–	Sell	-2,752	Closed	-$204K	–	40
2023 Q2	$204K	Hold	2,752	–	–	0.26%	38
2023 Q1	$213K	Hold	2,752	–	–	0.33%	35
2022 Q4	$210K	Buy	+2,752	New	+$222K	0.33%	38
2022 Q3	–	Sell	-2,752	Closed	-$233K	–	48
2022 Q2	$233K	Hold	2,752	–	–	0.3%	41
2022 Q1	$225K	Hold	2,752	–	–	0.23%	38
2021 Q4	$216K	Buy	+2,752	New	+$212K	0.21%	36

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Charles Carroll Financial Partners's SYY Position: Q4 2023 in Review

Charles Carroll Financial Partners opened a new position in Sysco (SYY) in Q4 2023: 2,752 shares worth $201K. The stake represents 0.22% of the portfolio and ranks #37 among its holdings. This is a return to the name: Charles Carroll Financial Partners previously reported a position in SYY as recently as Q2 2023.

Charles Carroll Financial Partners first reported a position in SYY in Q4 2021 and has held it in 7 quarters since. The position peaked at $233K in Q2 2022. 1,455 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Charles Carroll Financial Partners held 2,752 shares of Sysco worth $201K as of Q4 2023.
Sysco was a new Charles Carroll Financial Partners position in Q4 2023.
Sysco made up 0.22% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #37 holding.
Charles Carroll Financial Partners first reported a position in Sysco in Q4 2021 and has held it in 7 quarters since.
Charles Carroll Financial Partners's Sysco position peaked at $233K in Q2 2022.
1,455 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.