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Eudaimonia Advisors’s Sysco SYY Stock Holding History

Eudaimonia Advisors’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
Q1 		$280K Sell
3,451
-214
-6% -$16.9K 0.15% 139
2023
Q4 		$268K Sell
3,665
-201
-5% -$13.9K 0.17% 131
2023
Q3 		$255K Sell
3,866
-1,080
-22% -$77.6K 0.18% 127
2023
Q2 		$367K Sell
4,946
-814
-14% -$60.2K 0.25% 106
2023
Q1 		$445K Sell
5,760
-505
-8% -$38.8K 0.3% 96
2022
Q4 		$479K Hold
6,265
– – 0.32% 82
2022
Q3 		$443K Buy
6,265
+58
+0.9% +$4.83K 0.31% 83
2022
Q2 		$526K Hold
6,207
– – 0.36% 79
2022
Q1 		$507K Sell
6,207
-329
-5% -$26.6K 0.29% 93
2021
Q4 		$513K Buy
+6,536
New +$503K 0.3% 94

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eudaimonia Advisors's SYY Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Sysco (SYY) stake by 5.8% in Q1 2024, selling an estimated $16.9K and leaving 3,451 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #139.

Eudaimonia Advisors first reported a position in SYY in Q4 2021 and has held it in 10 quarters since. The position peaked at $526K in Q2 2022. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Eudaimonia Advisors held 3,451 shares of Sysco worth $280K as of Q1 2024.
  • Eudaimonia Advisors sold 214 Sysco shares in Q1 2024, an estimated $16.9K.
  • Sysco made up 0.15% of Eudaimonia Advisors's portfolio in Q1 2024, its #139 holding.
  • Eudaimonia Advisors first reported a position in Sysco in Q4 2021 and has held it in 10 quarters since.
  • Eudaimonia Advisors's Sysco position peaked at $526K in Q2 2022.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.