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Essex Investment Management’s Sysco SYY Stock Holding History

Essex Investment 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 		– Sell
-100
Closed -$7.72K – 407
2023
Q1 		$7.72K Hold
100
– – ﹤0.01% 367
2022
Q4 		$8K Hold
100
– – ﹤0.01% 377
2022
Q3 		$7K Hold
100
– – ﹤0.01% 384
2022
Q2 		$8K Hold
100
– – ﹤0.01% 397
2022
Q1 		$8K Hold
100
– – ﹤0.01% 377
2021
Q4 		$8K Hold
100
– – ﹤0.01% 389
2021
Q3 		$8K Hold
100
– – ﹤0.01% 401
2021
Q2 		$8K Hold
100
– – ﹤0.01% 402
2021
Q1 		$8K Hold
100
– – ﹤0.01% 426
2020
Q4 		$7K Hold
100
– – ﹤0.01% 450
2020
Q3 		$6K Buy
+100
New +$5.82K ﹤0.01% 455

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 $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's SYY Position: Q2 2023 in Review

Essex Investment Management sold out of Sysco (SYY) in Q2 2023, closing a stake of 100 shares — an estimated $7.72K sold.

Essex Investment Management first reported a position in SYY in Q3 2020 and held it in 11 quarters. The position peaked at $8K in Q4 2022. 1,426 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Essex Investment Management reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 100 Sysco shares in Q2 2023, an estimated $7.72K.
  • Essex Investment Management first reported a position in Sysco in Q3 2020 and held it in 11 quarters.
  • Essex Investment Management's Sysco position peaked at $8K in Q4 2022.
  • 1,426 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.