FCA
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FinTrust Capital Advisors’s Sysco SYY Stock Holding History

FinTrust Capital 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
Q3 		$29.7K Sell
380
-503
-57% -$37.8K 0.01% 719
2024
Q2 		$63K Buy
883
+137
+18% +$10.2K 0.01% 481
2024
Q1 		$60.6K Buy
746
+450
+152% +$35.5K 0.01% 471
2023
Q4 		$21.6K Buy
296
+113
+62% +$7.8K ﹤0.01% 678
2023
Q3 		$12.1K Buy
183
+61
+50% +$4.38K ﹤0.01% 756
2023
Q2 		$9.33K Hold
122
– – ﹤0.01% 780
2023
Q1 		$9.33K Hold
122
– – ﹤0.01% 776
2022
Q4 		$9.33K Sell
122
-397
-76% -$32.1K ﹤0.01% 774
2022
Q3 		$40K Sell
519
-77
-13% -$6.41K 0.01% 553
2022
Q2 		$52K Hold
596
– – 0.01% 524
2022
Q1 		$49K Buy
596
+561
+1,603% +$45.3K 0.01% 569
2021
Q4 		$3K Hold
35
– – ﹤0.01% 1082
2021
Q3 		$3K Hold
35
– – ﹤0.01% 1075
2021
Q2 		$3K Hold
35
– – ﹤0.01% 1096
2021
Q1 		$3K Sell
35
-69
-66% -$5.35K ﹤0.01% 1076
2020
Q4 		$8K Sell
104
-23
-18% -$1.58K ﹤0.01% 901
2020
Q3 		$8 Sell
127
-389
-75% -$22.6K ﹤0.01% 868
2020
Q2 		$28K Sell
516
-512
-50% -$26.9K 0.01% 581
2020
Q1 		$47K Buy
1,028
+527
+105% +$36.5K 0.02% 449
2019
Q4 		$43K Sell
501
-50
-9% -$4.05K 0.02% 472
2019
Q3 		$44K Buy
551
+28
+5% +$2.06K 0.02% 476
2019
Q2 		$37K Buy
523
+186
+55% +$13.2K 0.01% 475
2019
Q1 		$23K Sell
337
-1,505
-82% -$97.9K 0.01% 572
2018
Q4 		$116K Buy
+1,842
New +$124K 0.06% 245

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FinTrust Capital Advisors's SYY Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Sysco (SYY) stake by 57% in Q3 2024, selling an estimated $37.8K and leaving 380 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #719.

FinTrust Capital Advisors first reported a position in SYY in Q4 2018 and has held it in 24 quarters since. The position peaked at $116K in Q4 2018. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • FinTrust Capital Advisors held 380 shares of Sysco worth $29.7K as of Q3 2024.
  • FinTrust Capital Advisors sold 503 Sysco shares in Q3 2024, an estimated $37.8K.
  • Sysco made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #719 holding.
  • FinTrust Capital Advisors first reported a position in Sysco in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Sysco position peaked at $116K in Q4 2018.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.