DI
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Disciplined Investments’s Sysco SYY Stock Holding History

Disciplined 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
Q3 		– Sell
-140
Closed -$10.4K – 1370
2023
Q2 		$10.4K Buy
140
+3
+2% +$222 0.01% 322
2023
Q1 		$10.6K Sell
137
-2
-1% -$153 ﹤0.01% 344
2022
Q4 		$10.6K Sell
139
-1
-0.7% -$81 0.01% 319
2022
Q3 		$10K Sell
140
-1
-0.7% -$83 ﹤0.01% 362
2022
Q2 		$12K Buy
141
+5
+4% +$419 0.01% 364
2022
Q1 		$11K Buy
136
+36
+36% +$2.91K ﹤0.01% 373
2021
Q4 		$8K Hold
100
– – ﹤0.01% 368
2021
Q3 		$8K Hold
100
– – ﹤0.01% 319
2021
Q2 		$8K Buy
+100
New +$8.07K ﹤0.01% 312

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Disciplined Investments's SYY Position: Q3 2023 in Review

Disciplined Investments sold out of Sysco (SYY) in Q3 2023, closing a stake of 140 shares — an estimated $10.4K sold.

Disciplined Investments first reported a position in SYY in Q2 2021 and held it in 9 quarters. The position peaked at $12K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Disciplined Investments reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 140 Sysco shares in Q3 2023, an estimated $10.4K.
  • Disciplined Investments first reported a position in Sysco in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's Sysco position peaked at $12K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.