Financial Gravity Asset Management’s Sysco SYY Stock Holding History

Financial Gravity Asset 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
2024 Q2	$7.14K	Buy	+100	New	+$7.47K	﹤0.01%	546
2024 Q1	–	Sell	-2	Closed	-$122	–	1311
2023 Q4	$122	Buy	+2	New	+$138	﹤0.01%	1083
2021 Q3	$79K	Hold	2	–	–	0.04%	425
2021 Q2	$78K	Buy	+2	New	+$162	0.03%	427
2020 Q4	$0	Buy	+2	New	+$138	﹤0.01%	655
2019 Q4	$86K	Sell	5 -5	-50%	-$405	0.06%	384
2019 Q3	$1K	Sell	10 -1	-9%	-$73	﹤0.01%	1109
2019 Q2	$1K	Sell	11 -17	-61%	-$1.21K	﹤0.01%	1127
2019 Q1	$2K	Buy	+28	New	+$1.82K	﹤0.01%	991
2018 Q3	–	Sell	-869	Closed	-$60K	–	1605
2018 Q2	$60K	Hold	869	–	–	0.06%	285
2018 Q1	$55K	Buy	+869	New	+$52.6K	0.06%	286

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's SYY Position: Q2 2024 in Review

Financial Gravity Asset Management opened a new position in Sysco (SYY) in Q2 2024: 100 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SYY as recently as Q4 2023.

Financial Gravity Asset Management first reported a position in SYY in Q1 2018 and has held it in 11 quarters since. The position peaked at $86K in Q4 2019. 1,433 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

Financial Gravity Asset Management held 100 shares of Sysco worth $7.14K as of Q2 2024.
Sysco was a new Financial Gravity Asset Management position in Q2 2024.
Sysco made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #546 holding.
Financial Gravity Asset Management first reported a position in Sysco in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's Sysco position peaked at $86K in Q4 2019.
1,433 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.