Desjardins Global Asset Management’s Sysco SYY Stock Holding History

Desjardins Global Asset 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
2023 Q4	$660K	Sell	9,021 -1,443	-14%	-$99.6K	0.07%	214
2023 Q3	$691K	Buy	10,464 +4,521	+76%	+$325K	0.08%	221
2023 Q2	$441K	Buy	5,943 +710	+14%	+$52.5K	0.05%	311
2023 Q1	$404K	Buy	5,233 +3,389	+184%	+$260K	0.05%	292
2022 Q4	$141K	Sell	1,844 -3,499	-65%	-$283K	0.02%	372
2022 Q3	$378K	Hold	5,343	–	–	0.05%	264
2022 Q2	$453K	Sell	5,343 -5,294	-50%	-$443K	0.06%	238
2022 Q1	$868K	Sell	10,637 -13,130	-55%	-$1.06M	0.08%	201
2021 Q4	$1.87M	Buy	+23,767	New	+$1.83M	0.16%	153

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

Desjardins Global Asset Management's SYY Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Sysco (SYY) stake by 14% in Q4 2023, selling an estimated $99.6K and leaving 9,021 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #214.

Desjardins Global Asset Management first reported a position in SYY in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.87M in Q4 2021. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Desjardins Global Asset Management held 9,021 shares of Sysco worth $660K as of Q4 2023.
Desjardins Global Asset Management sold 1,443 Sysco shares in Q4 2023, an estimated $99.6K.
Sysco made up 0.07% of Desjardins Global Asset Management's portfolio in Q4 2023, its #214 holding.
Desjardins Global Asset Management first reported a position in Sysco in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Sysco position peaked at $1.87M in Q4 2021.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.