Evernest Financial Advisors’s Sysco SYY Stock Holding History

Evernest Financial 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	–	Sell	-7,373	Closed	-$539K	–	131
2023 Q4	$539K	Buy	+7,373	New	+$509K	0.27%	82

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evernest Financial Advisors's SYY Position: Q1 2024 in Review

Evernest Financial Advisors sold out of Sysco (SYY) in Q1 2024, closing a stake of 7,373 shares — an estimated $539K sold.

Evernest Financial Advisors first reported a position in SYY in Q4 2023 and held it in 1 quarter. The position peaked at $539K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

Evernest Financial Advisors reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
Evernest Financial Advisors sold 7,373 Sysco shares in Q1 2024, an estimated $539K.
Evernest Financial Advisors first reported a position in Sysco in Q4 2023 and held it in 1 quarter.
Evernest Financial Advisors's Sysco position peaked at $539K in Q4 2023.
1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Evernest Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.