GYL Financial Synergies’s Sysco SYY Stock Holding History

GYL Financial Synergies’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	-2,909	Closed	-$208K	–	382
2024 Q2	$208K	Sell	2,909 -193	-6%	-$14.4K	0.02%	360
2024 Q1	$252K	Buy	3,102 +207	+7%	+$16.3K	0.02%	320
2023 Q4	$212K	Buy	+2,895	New	+$200K	0.02%	347
2023 Q2	–	Sell	-2,720	Closed	-$210K	–	355
2023 Q1	$210K	Buy	2,720 +13	+0.5%	+$998	0.03%	271
2022 Q4	$207K	Buy	+2,707	New	+$219K	0.04%	208
2022 Q3	–	Sell	-2,701	Closed	-$229K	–	204
2022 Q2	$229K	Buy	+2,701	New	+$226K	0.06%	169
2021 Q4	–	Sell	-3,481	Closed	-$273K	–	211
2021 Q3	$273K	Hold	3,481	–	–	0.14%	152
2021 Q2	$271K	Hold	3,481	–	–	0.14%	151
2021 Q1	$274K	Hold	3,481	–	–	0.15%	149
2020 Q4	$258K	Hold	3,481	–	–	0.15%	144
2020 Q3	$217K	Buy	+3,481	New	+$203K	0.14%	145

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GYL Financial Synergies's SYY Position: Q3 2024 in Review

GYL Financial Synergies sold out of Sysco (SYY) in Q3 2024, closing a stake of 2,909 shares — an estimated $208K sold.

GYL Financial Synergies first reported a position in SYY in Q3 2020 and held it in 11 quarters. The position peaked at $274K in Q1 2021. 1,486 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

GYL Financial Synergies reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
GYL Financial Synergies sold 2,909 Sysco shares in Q3 2024, an estimated $208K.
GYL Financial Synergies first reported a position in Sysco in Q3 2020 and held it in 11 quarters.
GYL Financial Synergies's Sysco position peaked at $274K in Q1 2021.
1,486 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.