Forbes Financial Planning’s Sysco SYY Stock Holding History

Forbes Financial Planning’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	–	Sell	-2,604	Closed	-$201K	–	31
2024 Q2	$201K	Buy	+2,604	New	+$195K	0.16%	29

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forbes Financial Planning's SYY Position: Q3 2024 in Review

Forbes Financial Planning sold out of Sysco (SYY) in Q3 2024, closing a stake of 2,604 shares — an estimated $201K sold.

Forbes Financial Planning first reported a position in SYY in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Forbes Financial Planning reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
Forbes Financial Planning sold 2,604 Sysco shares in Q3 2024, an estimated $201K.
Forbes Financial Planning first reported a position in Sysco in Q2 2024 and held it in 1 quarter.
Forbes Financial Planning's Sysco position peaked at $201K in Q2 2024.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Forbes Financial Planning's 13F filing for Q3 2024, filed 29 Oct 2024.