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Gilliland Jeter Wealth Management’s Sysco SYY Stock Holding History

Gilliland Jeter Wealth Management’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
Q4 		– Sell
-200
Closed -$15.6K – 575
2024
Q3 		$15.6K Hold
200
– – 0.01% 418
2024
Q2 		$14.3K Hold
200
– – ﹤0.01% 417
2024
Q1 		$16.2K Buy
+200
New +$15.8K 0.01% 391

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Gilliland Jeter Wealth Management's SYY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Sysco (SYY) in Q4 2024, closing a stake of 200 shares — an estimated $15.6K sold.

Gilliland Jeter Wealth Management first reported a position in SYY in Q1 2024 and held it in 3 quarters. The position peaked at $16.2K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 200 Sysco shares in Q4 2024, an estimated $15.6K.
  • Gilliland Jeter Wealth Management first reported a position in Sysco in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Sysco position peaked at $16.2K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.