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CreativeOne Wealth’s Sysco SYY Stock Holding History

CreativeOne 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
2023
Q3 		– Sell
-2,809
Closed -$208K – 806
2023
Q2 		$208K Buy
2,809
+82
+3% +$6.06K 0.01% 778
2023
Q1 		$211K Buy
+2,727
New +$209K 0.01% 737
2022
Q3 		– Sell
-3,123
Closed -$265K – 770
2022
Q2 		$265K Buy
3,123
+522
+20% +$43.7K 0.01% 599
2022
Q1 		$212K Buy
+2,601
New +$210K 0.01% 689
2021
Q4 		– Sell
-2,573
Closed -$202K – 793
2021
Q3 		$202K Sell
2,573
-77
-3% -$5.87K 0.01% 666
2021
Q2 		$206K Buy
+2,650
New +$214K 0.01% 639

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CreativeOne Wealth's SYY Position: Q3 2023 in Review

CreativeOne Wealth sold out of Sysco (SYY) in Q3 2023, closing a stake of 2,809 shares — an estimated $208K sold.

CreativeOne Wealth first reported a position in SYY in Q2 2021 and held it in 6 quarters. The position peaked at $265K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • CreativeOne Wealth reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 2,809 Sysco shares in Q3 2023, an estimated $208K.
  • CreativeOne Wealth first reported a position in Sysco in Q2 2021 and held it in 6 quarters.
  • CreativeOne Wealth's Sysco position peaked at $265K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.