Dividend Assets Capital’s Sysco SYY Stock Holding History

Dividend Assets Capital’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 Q1	–	Sell	-134	Closed	-$10K	–	341
2023 Q4	$10K	Hold	134	–	–	﹤0.01%	380
2023 Q3	$9K	Sell	134 -69	-34%	-$4.96K	﹤0.01%	395
2023 Q2	$15K	Buy	203 +69	+51%	+$5.1K	﹤0.01%	374
2023 Q1	$10K	Hold	134	–	–	﹤0.01%	440
2022 Q4	$10K	Hold	134	–	–	﹤0.01%	440
2022 Q3	$9K	Hold	134	–	–	﹤0.01%	453
2022 Q2	$11K	Buy	134 +104	+347%	+$8.71K	﹤0.01%	456
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	502
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	485
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	484
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	487
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	507
2020 Q4	$2K	Buy	+30	New	+$2.06K	﹤0.01%	514
2019 Q1	–	Sell	-3,475	Closed	-$218K	–	165
2018 Q4	$218K	Sell	3,475 -5,192	-60%	-$350K	0.04%	154
2018 Q3	$635K	Sell	8,667 -3,593	-29%	-$259K	0.08%	119
2018 Q2	$837K	Sell	12,260 -200	-2%	-$12.8K	0.11%	107
2018 Q1	$747K	Buy	12,460 +975	+8%	+$59K	0.04%	107
2017 Q4	$697K	Sell	11,485 -90	-0.8%	-$5.1K	0.03%	110
2017 Q3	$624K	Buy	11,575 +4,570	+65%	+$238K	0.03%	109
2017 Q2	$353K	Buy	+7,005	New	+$374K	0.01%	128

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Parnassus Investments

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

Geode Capital Management

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

Fidelity Investments

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