Eads & Heald Wealth Management’s Sysco SYY Stock Holding History

Eads & Heald Wealth 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 Q3	–	Sell	-2,892	Closed	-$215K	–	148
2023 Q2	$215K	Hold	2,892	–	–	0.11%	141
2023 Q1	$223K	Hold	2,892	–	–	0.11%	139
2022 Q4	$221K	Hold	2,892	–	–	0.11%	141
2022 Q3	$204K	Hold	2,892	–	–	0.12%	136
2022 Q2	$245K	Hold	2,892	–	–	0.13%	139
2022 Q1	$236K	Sell	2,892 -20	-0.7%	-$1.62K	0.11%	138
2021 Q4	$229K	Hold	2,912	–	–	0.1%	143
2021 Q3	$229K	Hold	2,912	–	–	0.11%	137
2021 Q2	$226K	Sell	2,912 -95	-3%	-$7.67K	0.11%	131
2021 Q1	$237K	Buy	3,007 +10	+0.3%	+$775	0.12%	131
2020 Q4	$223K	Buy	+2,997	New	+$206K	0.12%	128

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Eads & Heald Wealth Management's SYY Position: Q3 2023 in Review

Eads & Heald Wealth Management sold out of Sysco (SYY) in Q3 2023, closing a stake of 2,892 shares — an estimated $215K sold.

Eads & Heald Wealth Management first reported a position in SYY in Q4 2020 and held it in 11 quarters. The position peaked at $245K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Eads & Heald Wealth Management reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Eads & Heald Wealth Management sold 2,892 Sysco shares in Q3 2023, an estimated $215K.
Eads & Heald Wealth Management first reported a position in Sysco in Q4 2020 and held it in 11 quarters.
Eads & Heald Wealth Management's Sysco position peaked at $245K in Q2 2022.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.