First Trust Investment Solutions’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$3.99K Buy
+13,900
New +$1.04M ﹤0.01% 284

Other funds holding SYY

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.