HMS Capital Management’s Sysco SYY Stock Holding History

HMS Capital Management’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	-8,041	Closed	-$588K	–	122
2023 Q4	$588K	Sell	8,041 -1,410	-15%	-$97.3K	0.36%	55
2023 Q3	$624K	Sell	9,451 -433	-4%	-$31.1K	0.41%	52
2023 Q2	$733K	Buy	9,884 +18	+0.2%	+$1.33K	0.45%	50
2023 Q1	$762K	Buy	9,866 +57	+0.6%	+$4.37K	0.48%	51
2022 Q4	$750K	Sell	9,809 -527	-5%	-$42.6K	0.43%	46
2022 Q3	$731K	Sell	10,336 -116	-1%	-$9.66K	0.44%	52
2022 Q2	$885K	Buy	10,452 +5,584	+115%	+$468K	0.44%	43
2022 Q1	$397K	Buy	4,868 +848	+21%	+$68.5K	0.17%	102
2021 Q4	$316K	Sell	4,020 -207	-5%	-$15.9K	0.14%	108
2021 Q3	$332K	Buy	4,227 +1,279	+43%	+$97.5K	0.16%	109
2021 Q2	$229K	Buy	+2,948	New	+$238K	0.1%	124

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

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

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