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SYY icon

Clarus Group’s Sysco SYY Stock Holding History

Clarus Group’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
-3,416
Closed -$226K – 111
2023
Q3 		$226K Sell
3,416
-46
-1% -$3.31K 0.16% 94
2023
Q2 		$257K Buy
3,462
+67
+2% +$4.96K 0.19% 91
2023
Q1 		$262K Hold
3,395
– – 0.25% 72
2022
Q4 		$260K Hold
3,395
– – 0.23% 74
2022
Q3 		$240K Hold
3,395
– – 0.22% 76
2022
Q2 		$288K Hold
3,395
– – 0.24% 69
2022
Q1 		$277K Sell
3,395
-412
-11% -$33.3K 0.19% 81
2021
Q4 		$267K Hold
3,807
– – 0.18% 88
2021
Q3 		$299K Buy
3,807
+1,000
+36% +$76.3K 0.21% 79
2021
Q2 		$214K Hold
2,807
– – 0.16% 99
2021
Q1 		$226K Hold
2,807
– – 0.19% 91
2020
Q4 		$214K Buy
+2,807
New +$193K 0.18% 90

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

Clarus Group's SYY Position: Q4 2023 in Review

Clarus Group sold out of Sysco (SYY) in Q4 2023, closing a stake of 3,416 shares — an estimated $226K sold.

Clarus Group first reported a position in SYY in Q4 2020 and held it in 12 quarters. The position peaked at $299K in Q3 2021. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Clarus Group reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Clarus Group sold 3,416 Sysco shares in Q4 2023, an estimated $226K.
  • Clarus Group first reported a position in Sysco in Q4 2020 and held it in 12 quarters.
  • Clarus Group's Sysco position peaked at $299K in Q3 2021.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Clarus Group's 13F filing for Q4 2023, filed 29 Jan 2024.