Core Wealth Advisors (Florida)’s Sysco SYY Stock Holding History

Core Wealth Advisors (Florida)’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 Q3	–	Sell	-110	Closed	-$8.16K	–	246
2023 Q2	$8.16K	Hold	110	–	–	﹤0.01%	172
2023 Q1	$8.5K	Hold	110	–	–	﹤0.01%	171
2022 Q4	$8.41K	Buy	+110	New	+$8.89K	﹤0.01%	174
2021 Q2	–	Sell	-350	Closed	-$28K	–	206
2021 Q1	$28K	Hold	350	–	–	0.02%	79
2020 Q4	$26K	Buy	+350	New	+$24.1K	0.02%	81
2020 Q3	–	Sell	-77	Closed	-$4K	–	170
2020 Q2	$4K	Buy	77 +1	+1%	+$53	﹤0.01%	106
2020 Q1	$3K	Sell	76 -75	-50%	-$5.19K	﹤0.01%	125
2019 Q4	$13K	Buy	+151	New	+$12.2K	0.01%	84

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Core Wealth Advisors (Florida)'s SYY Position: Q3 2023 in Review

Core Wealth Advisors (Florida) sold out of Sysco (SYY) in Q3 2023, closing a stake of 110 shares — an estimated $8.16K sold.

Core Wealth Advisors (Florida) first reported a position in SYY in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q1 2021. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Core Wealth Advisors (Florida) reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 110 Sysco shares in Q3 2023, an estimated $8.16K.
Core Wealth Advisors (Florida) first reported a position in Sysco in Q4 2019 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s Sysco position peaked at $28K in Q1 2021.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2023, filed 13 Nov 2023.