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Hamilton Point Investment Advisors’s Sysco SYY Stock Holding History

Hamilton Point Investment Advisors’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
-3,201
Closed -$234K – 158
2023
Q4 		$234K Hold
3,201
– – 0.05% 117
2023
Q3 		$211K Hold
3,201
– – 0.05% 114
2023
Q2 		$238K Hold
3,201
– – 0.06% 110
2023
Q1 		$247K Buy
+3,201
New +$246K 0.06% 106
2014
Q1 		– Sell
-25,644
Closed -$926K – 61
2013
Q4 		$926K Buy
+25,644
New +$867K 0.92% 55

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

Hamilton Point Investment Advisors's SYY Position: Q1 2024 in Review

Hamilton Point Investment Advisors sold out of Sysco (SYY) in Q1 2024, closing a stake of 3,201 shares — an estimated $234K sold.

Hamilton Point Investment Advisors first reported a position in SYY in Q4 2013 and held it in 5 quarters. The position peaked at $926K in Q4 2013. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Hamilton Point Investment Advisors reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 3,201 Sysco shares in Q1 2024, an estimated $234K.
  • Hamilton Point Investment Advisors first reported a position in Sysco in Q4 2013 and held it in 5 quarters.
  • Hamilton Point Investment Advisors's Sysco position peaked at $926K in Q4 2013.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.