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Financial Advantage’s Sysco SYY Stock Holding History

Financial Advantage’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 		$1.53M Sell
23,160
-14,965
-39% -$1.08M 2.35% 23
2023
Q2 		$2.83M Buy
38,125
+455
+1% +$33.6K 2.53% 20
2023
Q1 		$2.91M Sell
37,670
-299
-0.8% -$22.9K 2.64% 16
2022
Q4 		$2.9M Sell
37,969
-962
-2% -$77.7K 2.69% 19
2022
Q3 		$2.75M Buy
38,931
+97
+0.2% +$8.08K 2.72% 19
2022
Q2 		$3.29M Buy
38,834
+430
+1% +$36K 3.02% 13
2022
Q1 		$3.13M Sell
38,404
-228
-0.6% -$18.4K 2.54% 20
2021
Q4 		$3.03M Buy
38,632
+233
+0.6% +$17.9K 2.51% 20
2021
Q3 		$3.01M Buy
38,399
+23
+0.1% +$1.75K 2.62% 17
2021
Q2 		$2.98M Sell
38,376
-786
-2% -$63.5K 2.55% 19
2021
Q1 		$3.08M Buy
39,162
+455
+1% +$35.3K 2.66% 16
2020
Q4 		$2.87M Sell
38,707
-2,445
-6% -$168K 2.66% 17
2020
Q3 		$2.56M Sell
41,152
-42,960
-51% -$2.5M 2.43% 21
2020
Q2 		$4.6M Sell
84,112
-55
-0.1% -$2.89K 3.48% 11
2020
Q1 		$3.84M Buy
+84,167
New +$5.82M 3.35% 13

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
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
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
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

Financial Advantage's SYY Position: Q3 2023 in Review

Financial Advantage reduced its Sysco (SYY) stake by 39% in Q3 2023, selling an estimated $1.08M and leaving 23,160 shares worth $1.53M. The position accounts for 2.35% of the portfolio, ranked #23.

Financial Advantage first reported a position in SYY in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.6M in Q2 2020. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Financial Advantage held 23,160 shares of Sysco worth $1.53M as of Q3 2023.
  • Financial Advantage sold 14,965 Sysco shares in Q3 2023, an estimated $1.08M.
  • Sysco made up 2.35% of Financial Advantage's portfolio in Q3 2023, its #23 holding.
  • Financial Advantage first reported a position in Sysco in Q1 2020 and has held it in 15 quarters since.
  • Financial Advantage's Sysco position peaked at $4.6M in Q2 2020.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Financial Advantage's 13F filing for Q3 2023, filed 7 Nov 2023.