Endurance Wealth Management’s Sysco SYY Stock Holding History

Endurance 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 Q2	$12K	Hold	160	–	–	﹤0.01%	483
2023 Q1	$12K	Hold	160	–	–	﹤0.01%	488
2022 Q4	$12K	Buy	+160	New	+$12.9K	﹤0.01%	469
2020 Q3	–	Sell	-1,100	Closed	-$60K	–	647
2020 Q2	$60K	Hold	1,100	–	–	0.01%	290
2020 Q1	$50K	Hold	1,100	–	–	0.01%	279
2019 Q4	$94K	Hold	1,100	–	–	0.01%	231
2019 Q3	$87K	Sell	1,100 -88	-7%	-$6.46K	0.01%	232
2019 Q2	$84K	Hold	1,188	–	–	0.01%	233
2019 Q1	$79K	Hold	1,188	–	–	0.01%	233
2018 Q4	$74K	Buy	1,188 +88	+8%	+$5.93K	0.01%	228
2018 Q3	$81K	Hold	1,100	–	–	0.01%	234
2018 Q2	$75K	Sell	1,100 -1,700	-61%	-$109K	0.01%	238
2018 Q1	$168K	Hold	2,800	–	–	0.03%	188
2017 Q4	$170K	Hold	2,800	–	–	0.03%	183
2017 Q3	$151K	Hold	2,800	–	–	0.03%	189
2017 Q2	$141K	Hold	2,800	–	–	0.02%	196
2017 Q1	$145K	Hold	2,800	–	–	0.03%	191
2016 Q4	$155K	Hold	2,800	–	–	0.03%	186
2016 Q3	$135K	Hold	2,800	–	–	0.02%	199
2016 Q2	$142K	Hold	2,800	–	–	0.03%	184
2016 Q1	$131K	Hold	2,800	–	–	0.02%	190
2015 Q4	$115K	Hold	2,800	–	–	0.02%	204
2015 Q3	$115K	Hold	2,800	–	–	0.02%	205
2015 Q2	$101K	Buy	+2,800	New	+$105K	0.02%	214

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's SYY Position: Q2 2023 in Review

Endurance Wealth Management held its Sysco (SYY) position steady in Q2 2023 at 160 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Endurance Wealth Management first reported a position in SYY in Q2 2015 and has held it in 24 quarters since. The position peaked at $170K in Q4 2017. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

Endurance Wealth Management held 160 shares of Sysco worth $12K as of Q2 2023.
Endurance Wealth Management left its Sysco share count unchanged in Q2 2023.
Sysco made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #483 holding.
Endurance Wealth Management first reported a position in Sysco in Q2 2015 and has held it in 24 quarters since.
Endurance Wealth Management's Sysco position peaked at $170K in Q4 2017.
1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.