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Connectus Wealth’s Sysco SYY Stock Holding History

Connectus Wealth’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
-322,869
Closed -$23.6M – 497
2023
Q4 		$23.6M Sell
322,869
-15,860
-5% -$1.09M 0.48% 50
2023
Q3 		$22.4M Buy
338,729
+272,413
+411% +$19.6M 0.5% 49
2023
Q2 		$4.92M Buy
66,316
+26
+0% +$1.92K 0.11% 141
2023
Q1 		$5.12M Buy
66,290
+50,722
+326% +$3.89M 0.13% 137
2022
Q4 		$1.19M Buy
15,568
+9,738
+167% +$787K 0.03% 271
2022
Q3 		$413K Sell
5,830
-269
-4% -$22.4K 0.01% 424
2022
Q2 		$517K Sell
6,099
-6,024
-50% -$505K 0.01% 331
2022
Q1 		$953K Sell
12,123
-17,971
-60% -$1.45M 0.03% 253
2021
Q4 		$2.37M Buy
+30,094
New +$2.32M 0.09% 129

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Connectus Wealth's SYY Position: Q1 2024 in Review

Connectus Wealth sold out of Sysco (SYY) in Q1 2024, closing a stake of 322,869 shares — an estimated $23.6M sold.

Connectus Wealth first reported a position in SYY in Q4 2021 and held it in 9 quarters. The position peaked at $23.6M in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Connectus Wealth reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 322,869 Sysco shares in Q1 2024, an estimated $23.6M.
  • Connectus Wealth first reported a position in Sysco in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Sysco position peaked at $23.6M in Q4 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.