First Capital Advisors Group’s Sysco SYY Stock Holding History

First Capital Advisors Group’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 Q2	$210K	Sell	2,830 -313	-10%	-$23.1K	0.11%	135
2023 Q1	$243K	Sell	3,143 -33	-1%	-$2.53K	0.16%	120
2022 Q4	$243K	Sell	3,176 -1	-0%	-$81	0.16%	126
2022 Q3	$225K	Buy	+3,177	New	+$265K	0.19%	126
2018 Q2	–	Sell	-1,021	Closed	-$61K	–	689
2018 Q1	$61K	Buy	+1,021	New	+$61.8K	0.04%	247

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

First Capital Advisors Group's SYY Position: Q2 2023 in Review

First Capital Advisors Group reduced its Sysco (SYY) stake by 10% in Q2 2023, selling an estimated $23.1K and leaving 2,830 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #135.

First Capital Advisors Group first reported a position in SYY in Q1 2018 and has held it in 5 quarters since. The position peaked at $243K in Q4 2022. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

First Capital Advisors Group held 2,830 shares of Sysco worth $210K as of Q2 2023.
First Capital Advisors Group sold 313 Sysco shares in Q2 2023, an estimated $23.1K.
Sysco made up 0.11% of First Capital Advisors Group's portfolio in Q2 2023, its #135 holding.
First Capital Advisors Group first reported a position in Sysco in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's Sysco position peaked at $243K in Q4 2022.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.