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Curi Wealth Management’s Sysco SYY Stock Holding History

Curi Wealth Management’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
-131,700
Closed -$9.63M – 134
2023
Q4 		$9.63M Buy
+131,700
New +$9.09M 1.33% 25
2022
Q3 		– Sell
-1,161
Closed -$98K – 632
2022
Q2 		$98K Buy
1,161
+81
+8% +$6.79K 0.02% 178
2022
Q1 		$88K Buy
1,080
+6
+0.6% +$485 0.02% 168
2021
Q4 		$84K Buy
+1,074
New +$82.7K 0.01% 153
2021
Q1 		– Sell
-1,049
Closed -$77K – 436
2020
Q4 		$77K Buy
+1,049
New +$72.1K 0.06% 127

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

Curi Wealth Management's SYY Position: Q1 2024 in Review

Curi Wealth Management sold out of Sysco (SYY) in Q1 2024, closing a stake of 131,700 shares — an estimated $9.63M sold.

Curi Wealth Management first reported a position in SYY in Q4 2020 and held it in 5 quarters. The position peaked at $9.63M in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Curi Wealth Management reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 131,700 Sysco shares in Q1 2024, an estimated $9.63M.
  • Curi Wealth Management first reported a position in Sysco in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's Sysco position peaked at $9.63M in Q4 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.