HF Advisory Group’s Sysco SYY Stock Holding History

HF Advisory Group’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
2023 Q2	–	Sell	-3,280	Closed	-$253K	–	137
2023 Q1	$253K	Buy	3,280 +303	+10%	+$23.3K	0.22%	122
2022 Q4	$228K	Buy	+2,977	New	+$241K	0.23%	121

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HF Advisory Group's SYY Position: Q2 2023 in Review

HF Advisory Group sold out of Sysco (SYY) in Q2 2023, closing a stake of 3,280 shares — an estimated $253K sold.

HF Advisory Group first reported a position in SYY in Q4 2022 and held it in 2 quarters. The position peaked at $253K in Q1 2023. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

HF Advisory Group reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
HF Advisory Group sold 3,280 Sysco shares in Q2 2023, an estimated $253K.
HF Advisory Group first reported a position in Sysco in Q4 2022 and held it in 2 quarters.
HF Advisory Group's Sysco position peaked at $253K in Q1 2023.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on HF Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.