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Essex Savings Bank’s Sysco SYY Stock Holding History

Essex Savings Bank’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
Q4 		– Sell
-3,759
Closed -$293K – 304
2024
Q3 		$293K Sell
3,759
-508
-12% -$38.2K 0.07% 217
2024
Q2 		$305K Sell
4,267
-235
-5% -$17.6K 0.08% 193
2024
Q1 		$329K Hold
4,502
– – 0.1% 181
2023
Q4 		$329K Sell
4,502
-59
-1% -$4.07K 0.1% 180
2023
Q3 		$301K Buy
4,561
+3
+0.1% +$216 0.1% 165
2023
Q2 		$338K Buy
4,558
+71
+2% +$5.25K 0.11% 153
2023
Q1 		$346K Buy
4,487
+208
+5% +$16K 0.12% 153
2022
Q4 		$327K Sell
4,279
-62
-1% -$5.01K 0.12% 160
2022
Q3 		$306K Sell
4,341
-149
-3% -$12.4K 0.12% 152
2022
Q2 		$380K Buy
4,490
+486
+12% +$40.7K 0.15% 138
2022
Q1 		$327K Buy
+4,004
New +$324K 0.11% 162
2019
Q3 		– Sell
-3,527
Closed -$250K – 552
2019
Q2 		$250K Buy
3,527
+1,817
+106% +$129K 0.09% 197
2019
Q1 		$114K Hold
1,710
– – 0.06% 205
2018
Q4 		$107K Buy
+1,710
New +$115K 0.07% 197

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
Invesco
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Essex Savings Bank's SYY Position: Q4 2024 in Review

Essex Savings Bank sold out of Sysco (SYY) in Q4 2024, closing a stake of 3,759 shares — an estimated $293K sold.

Essex Savings Bank first reported a position in SYY in Q4 2018 and held it in 14 quarters. The position peaked at $380K in Q2 2022. 1,556 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Essex Savings Bank reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Essex Savings Bank sold 3,759 Sysco shares in Q4 2024, an estimated $293K.
  • Essex Savings Bank first reported a position in Sysco in Q4 2018 and held it in 14 quarters.
  • Essex Savings Bank's Sysco position peaked at $380K in Q2 2022.
  • 1,556 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Essex Savings Bank's 13F filing for Q4 2024, filed 14 Jan 2025.