CWS Financial Advisors’s Sysco SYY Stock Holding History

CWS Financial Advisors’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 Q4	–	Sell	-972	Closed	-$64.2K	–	173
2023 Q3	$64.2K	Buy	+972	New	+$69.8K	0.03%	167

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWS Financial Advisors's SYY Position: Q4 2023 in Review

CWS Financial Advisors sold out of Sysco (SYY) in Q4 2023, closing a stake of 972 shares — an estimated $64.2K sold.

CWS Financial Advisors first reported a position in SYY in Q3 2023 and held it in 1 quarter. The position peaked at $64.2K in Q3 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

CWS Financial Advisors reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 972 Sysco shares in Q4 2023, an estimated $64.2K.
CWS Financial Advisors first reported a position in Sysco in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's Sysco position peaked at $64.2K in Q3 2023.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.