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First Trust Investment Solutions’s Sysco SYY Stock Holding History

First Trust Investment Solutions’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 		$1.09M Sell
13,942
-49
-0.4% -$3.68K 0.12% 131
2024
Q2 		$999K Sell
13,991
-6,944
-33% -$519K 0.14% 125
2024
Q1 		$1.7M Buy
20,935
+6
+0% +$473 0.3% 75
2023
Q4 		$1.53M Buy
+20,929
New +$1.44M 0.32% 77

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

First Trust Investment Solutions's SYY Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Sysco (SYY) stake by 0.35% in Q3 2024, selling an estimated $3.68K and leaving 13,942 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #131.

First Trust Investment Solutions first reported a position in SYY in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.7M in Q1 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • First Trust Investment Solutions held 13,942 shares of Sysco worth $1.09M as of Q3 2024.
  • First Trust Investment Solutions sold 49 Sysco shares in Q3 2024, an estimated $3.68K.
  • Sysco made up 0.12% of First Trust Investment Solutions's portfolio in Q3 2024, its #131 holding.
  • First Trust Investment Solutions first reported a position in Sysco in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Sysco position peaked at $1.7M in Q1 2024.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.