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Cumberland Partners’s Sysco SYY Stock Holding History

Cumberland 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
2024
Q3 		– Sell
-37,650
Closed -$2.69M – 193
2024
Q2 		$2.69M Buy
37,650
+31,650
+528% +$2.37M 0.2% 78
2024
Q1 		$487K Buy
+6,000
New +$473K 0.04% 161
2023
Q1 		– Sell
-42,580
Closed -$3.26M – 189
2022
Q4 		$3.26M Sell
42,580
-23,300
-35% -$1.88M 0.34% 64
2022
Q3 		$4.66M Buy
+65,880
New +$5.49M 0.49% 46

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cumberland Partners's SYY Position: Q3 2024 in Review

Cumberland Partners sold out of Sysco (SYY) in Q3 2024, closing a stake of 37,650 shares — an estimated $2.69M sold.

Cumberland Partners first reported a position in SYY in Q3 2022 and held it in 4 quarters. The position peaked at $4.66M in Q3 2022. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Cumberland Partners reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Cumberland Partners sold 37,650 Sysco shares in Q3 2024, an estimated $2.69M.
  • Cumberland Partners first reported a position in Sysco in Q3 2022 and held it in 4 quarters.
  • Cumberland Partners's Sysco position peaked at $4.66M in Q3 2022.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Cumberland Partners's 13F filing for Q3 2024, filed 5 Nov 2024.