HWM
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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 0.6% 63
2021
Q3 		$3.22M Sell
40,996
-1,313
-3% -$100K 0.67% 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 0.66% 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
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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hohimer Wealth Management's SYY Position: Q2 2024 in Review

Hohimer Wealth Management sold out of Sysco (SYY) in Q2 2024, closing a stake of 25,504 shares — an estimated $2.07M sold.

Hohimer Wealth Management first reported a position in SYY in Q4 2019 and held it in 18 quarters. The position peaked at $3.29M in Q2 2021. 1,433 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Hohimer Wealth Management reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 25,504 Sysco shares in Q2 2024, an estimated $2.07M.
  • Hohimer Wealth Management first reported a position in Sysco in Q4 2019 and held it in 18 quarters.
  • Hohimer Wealth Management's Sysco position peaked at $3.29M in Q2 2021.
  • 1,433 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.