Hohimer Wealth Management’s Sysco SYY Stock Holding History

Hohimer Wealth 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 Q2	–	Sell	-25,504	Closed	-$2.07M	–	258
2024 Q1	$2.07M	Sell	25,504 -272	-1%	-$21.4K	0.49%	74
2023 Q4	$1.88M	Sell	25,776 -8,192	-24%	-$565K	0.48%	69
2023 Q3	$2.24M	Sell	33,968 -826	-2%	-$59.4K	0.64%	54
2023 Q2	$2.58M	Sell	34,794 -1,280	-4%	-$94.7K	0.71%	55
2023 Q1	$2.79M	Buy	36,074 +3,110	+9%	+$239K	0.81%	41
2022 Q4	$2.52M	Sell	32,964 -963	-3%	-$77.8K	0.8%	40
2022 Q3	$2.4M	Buy	33,927 +472	+1%	+$39.3K	0.77%	58
2022 Q2	$2.83M	Sell	33,455 -5,266	-14%	-$441K	0.84%	47
2022 Q1	$3.16M	Buy	38,721 +2,196	+6%	+$177K	0.62%	63
2021 Q4	$2.87M	Sell	36,525 -4,471	-11%	-$344K	0.61%	63
2021 Q3	$3.22M	Sell	40,996 -1,313	-3%	-$100K	0.68%	56
2021 Q2	$3.29M	Buy	42,309 +7,664	+22%	+$619K	0.67%	58
2021 Q1	$2.73M	Buy	34,645 +4,049	+13%	+$314K	0.67%	56
2020 Q4	$2.27M	Buy	30,596 +699	+2%	+$48.1K	0.6%	56
2020 Q3	$1.92M	Buy	29,897 +743	+3%	+$43.2K	0.55%	59
2020 Q2	$1.59M	Buy	29,154 +11,518	+65%	+$606K	0.55%	65
2020 Q1	$969K	Sell	17,636 -3,318	-16%	-$230K	0.41%	100
2019 Q4	$1.79M	Buy	+20,954	New	+$1.7M	0.62%	63

Other funds holding SYY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Parnassus Investments

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

Fidelity Investments

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