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Ergoteles’s Sysco SYY Stock Holding History

Ergoteles’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
-20,578
Closed -$1.53M – 751
2023
Q2 		$1.53M Buy
20,578
+3,376
+20% +$250K 0.07% 344
2023
Q1 		$1.33M Buy
+17,202
New +$1.32M 0.05% 392
2022
Q4 		– Sell
-14,367
Closed -$1.02M – 1866
2022
Q3 		$1.02M Sell
14,367
-11,760
-45% -$979K 0.04% 477
2022
Q2 		$2.21M Buy
26,127
+17,101
+189% +$1.43M 0.07% 291
2022
Q1 		$737K Buy
+9,026
New +$730K 0.03% 529
2021
Q4 		– Sell
-5,359
Closed -$421K – 1580
2021
Q3 		$421K Buy
+5,359
New +$409K 0.02% 656
2021
Q2 		– Sell
-29,291
Closed -$2.31M – 1681
2021
Q1 		$2.31M Buy
29,291
+13,367
+84% +$1.04M 0.07% 265
2020
Q4 		$1.18M Buy
+15,924
New +$1.09M 0.04% 303

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

Ergoteles's SYY Position: Q3 2023 in Review

Ergoteles sold out of Sysco (SYY) in Q3 2023, closing a stake of 20,578 shares — an estimated $1.53M sold.

Ergoteles first reported a position in SYY in Q4 2020 and held it in 8 quarters. The position peaked at $2.31M in Q1 2021. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Ergoteles reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 20,578 Sysco shares in Q3 2023, an estimated $1.53M.
  • Ergoteles first reported a position in Sysco in Q4 2020 and held it in 8 quarters.
  • Ergoteles's Sysco position peaked at $2.31M in Q1 2021.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

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