Delap Wealth Advisory’s Sysco SYY Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-3,368	Closed	-$273K	–	266
2024 Q1	$273K	Buy	+3,368	New	+$265K	0.11%	172

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Delap Wealth Advisory's SYY Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Sysco (SYY) in Q2 2024, closing a stake of 3,368 shares — an estimated $273K sold.

Delap Wealth Advisory first reported a position in SYY in Q1 2024 and held it in 1 quarter. The position peaked at $273K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

Delap Wealth Advisory reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,368 Sysco shares in Q2 2024, an estimated $273K.
Delap Wealth Advisory first reported a position in Sysco in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Sysco position peaked at $273K in Q1 2024.
1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.