HCM
SYY icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HMS Capital Management's SYY Position: Q1 2024 in Review

HMS Capital Management sold out of Sysco (SYY) in Q1 2024, closing a stake of 8,041 shares — an estimated $588K sold.

HMS Capital Management first reported a position in SYY in Q2 2021 and held it in 11 quarters. The position peaked at $885K in Q2 2022. 1,478 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • HMS Capital Management reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • HMS Capital Management sold 8,041 Sysco shares in Q1 2024, an estimated $588K.
  • HMS Capital Management first reported a position in Sysco in Q2 2021 and held it in 11 quarters.
  • HMS Capital Management's Sysco position peaked at $885K in Q2 2022.
  • 1,478 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on HMS Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.