Global Assets Advisory’s Sysco SYY Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-14,100	Closed	-$175K	–	454
2024 Q1	$175K	Buy	+14,100	New	+$1.11M	0.01%	467

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Global Assets Advisory's SYY Position: Q2 2024 in Review

Global Assets Advisory sold out of Sysco (SYY) in Q2 2024, closing a stake of 14,100 shares — an estimated $175K sold.

Global Assets Advisory first reported a position in SYY in Q1 2024 and held it in 1 quarter. The position peaked at $175K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

Global Assets Advisory reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 14,100 Sysco shares in Q2 2024, an estimated $175K.
Global Assets Advisory first reported a position in Sysco in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's Sysco position peaked at $175K in Q1 2024.
1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.