DI
SYY icon

DFPG Investments’s Sysco SYY Stock Holding History

DFPG Investments’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 		$1.27M Sell
16,990
-1,447
-8% -$99.9K 0.1% 191
2023
Q3 		$1.23M Sell
18,437
-1,525
-8% -$110K 0.11% 174
2023
Q2 		$1.48M Sell
19,962
-5,816
-23% -$430K 0.13% 160
2023
Q1 		$1.99M Buy
25,778
+2,615
+11% +$201K 0.21% 106
2022
Q4 		$1.87M Buy
+23,163
New +$1.87M 0.31% 86

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DFPG Investments's SYY Position: Q4 2023 in Review

DFPG Investments reduced its Sysco (SYY) stake by 7.8% in Q4 2023, selling an estimated $99.9K and leaving 16,990 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #191.

DFPG Investments first reported a position in SYY in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • DFPG Investments held 16,990 shares of Sysco worth $1.27M as of Q4 2023.
  • DFPG Investments sold 1,447 Sysco shares in Q4 2023, an estimated $99.9K.
  • Sysco made up 0.1% of DFPG Investments's portfolio in Q4 2023, its #191 holding.
  • DFPG Investments first reported a position in Sysco in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Sysco position peaked at $1.99M in Q1 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.