DWA
SYY icon

Delos Wealth Advisors’s Sysco SYY Stock Holding History

Delos Wealth 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
2024
Q3 		– Sell
-4
Closed -$286 – 341
2024
Q2 		$286 Hold
4
– – ﹤0.01% 317
2024
Q1 		$325 Hold
4
– – ﹤0.01% 316
2023
Q4 		$293 Hold
4
– – ﹤0.01% 303
2023
Q3 		$279 Hold
4
– – ﹤0.01% 339
2023
Q2 		$297 Hold
4
– – ﹤0.01% 335
2023
Q1 		$309 Hold
4
– – ﹤0.01% 341
2022
Q4 		$306 Hold
4
– – ﹤0.01% 346
2022
Q3 		$0 Buy
+4
New +$333 ﹤0.01% 375

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

Delos Wealth Advisors's SYY Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Sysco (SYY) in Q3 2024, closing a stake of 4 shares — an estimated $286 sold.

Delos Wealth Advisors first reported a position in SYY in Q3 2022 and held it in 8 quarters. The position peaked at $325 in Q1 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 4 Sysco shares in Q3 2024, an estimated $286.
  • Delos Wealth Advisors first reported a position in Sysco in Q3 2022 and held it in 8 quarters.
  • Delos Wealth Advisors's Sysco position peaked at $325 in Q1 2024.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.