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Glassman Wealth Services’s Sysco SYY Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-462
Closed -$33.8K – 1617
2023
Q4 		$33.8K Sell
462
-127
-22% -$8.77K ﹤0.01% 555
2023
Q3 		$38.9K Buy
589
+8
+1% +$575 0.01% 483
2023
Q2 		$43.1K Sell
581
-216
-27% -$16K 0.01% 437
2023
Q1 		$61.6K Buy
797
+65
+9% +$4.99K 0.01% 363
2022
Q4 		$56K Sell
732
-156
-18% -$12.6K 0.01% 394
2022
Q3 		$63K Sell
888
-326
-27% -$27.2K 0.01% 338
2022
Q2 		$103K Buy
1,214
+383
+46% +$32.1K 0.02% 248
2022
Q1 		$68K Buy
831
+225
+37% +$18.2K 0.01% 335
2021
Q4 		$48K Sell
606
-25
-4% -$1.92K 0.01% 385
2021
Q3 		$50K Buy
631
+259
+70% +$19.8K 0.01% 360
2021
Q2 		$29K Buy
372
+28
+8% +$2.26K 0.01% 469
2021
Q1 		$27K Buy
344
+77
+29% +$5.97K 0.01% 452
2020
Q4 		$20K Buy
267
+25
+10% +$1.72K ﹤0.01% 534
2020
Q3 		$15K Buy
242
+76
+46% +$4.42K ﹤0.01% 520
2020
Q2 		$9K Buy
166
+131
+374% +$6.89K ﹤0.01% 520
2020
Q1 		$2K Sell
35
-27
-44% -$1.87K ﹤0.01% 754
2019
Q4 		$5K Buy
62
+14
+29% +$1.13K ﹤0.01% 593
2019
Q3 		$4K Hold
48
– – ﹤0.01% 587
2019
Q2 		$3K Buy
48
+3
+7% +$214 ﹤0.01% 664
2019
Q1 		$3K Buy
45
+20
+80% +$1.3K ﹤0.01% 649
2018
Q4 		$2K Hold
25
– – ﹤0.01% 576
2018
Q3 		$2K Hold
25
– – ﹤0.01% 618
2018
Q2 		$2K Buy
25
+17
+213% +$1.09K ﹤0.01% 585
2018
Q1 		$0 Hold
8
– – ﹤0.01% 917
2017
Q4 		$0 Buy
8
+5
+167% +$283 ﹤0.01% 784
2017
Q3 		$0 Hold
3
– – ﹤0.01% 621
2017
Q2 		$0 Hold
3
– – ﹤0.01% 651
2017
Q1 		$0 Buy
+3
New +$159 ﹤0.01% 685

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glassman Wealth Services's SYY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sysco (SYY) in Q1 2024, closing a stake of 462 shares — an estimated $33.8K sold.

Glassman Wealth Services first reported a position in SYY in Q1 2017 and held it in 28 quarters. The position peaked at $103K in Q2 2022. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 462 Sysco shares in Q1 2024, an estimated $33.8K.
  • Glassman Wealth Services first reported a position in Sysco in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Sysco position peaked at $103K in Q2 2022.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.