HCA
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Horan Capital Advisors’s Sysco SYY Stock Holding History

Horan Capital Advisors’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
Q3 		– Sell
-35,407
Closed -$2.63M – 115
2023
Q2 		$2.63M Buy
35,407
+318
+0.9% +$23.5K 1.03% 32
2023
Q1 		$2.71M Buy
35,089
+229
+0.7% +$17.6K 1.12% 34
2022
Q4 		$2.67M Sell
34,860
-166
-0.5% -$13.4K 1.17% 34
2022
Q3 		$2.48M Buy
35,026
+925
+3% +$77K 1.2% 38
2022
Q2 		$2.89M Sell
34,101
-526
-2% -$44.1K 1.34% 30
2022
Q1 		$2.83M Buy
34,627
+280
+0.8% +$22.6K 1.14% 35
2021
Q4 		$2.7M Buy
34,347
+235
+0.7% +$18.1K 1.07% 36
2021
Q3 		$2.68M Buy
34,112
+2,112
+7% +$161K 1.18% 36
2021
Q2 		$2.49M Buy
32,000
+1,033
+3% +$83.4K 1.12% 36
2021
Q1 		$2.44M Buy
30,967
+584
+2% +$45.3K 1.17% 36
2020
Q4 		$2.26M Buy
30,383
+1,071
+4% +$73.6K 1.17% 36
2020
Q3 		$1.82M Buy
29,312
+870
+3% +$50.6K 1.03% 36
2020
Q2 		$1.55M Buy
+28,442
New +$1.5M 1.04% 40
2020
Q1 		– Sell
-100
Closed -$9K – 228
2019
Q4 		$9K Hold
100
– – 0.01% 227
2019
Q3 		$8K Buy
+100
New +$7.34K ﹤0.01% 231
2019
Q2 		– Sell
-100
Closed -$7K – 219
2019
Q1 		$7K Buy
+100
New +$6.5K ﹤0.01% 227
2017
Q4 		– Sell
-100
Closed -$5K – 235
2017
Q3 		$5K Buy
+100
New +$5.2K ﹤0.01% 282

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Horan Capital Advisors's SYY Position: Q3 2023 in Review

Horan Capital Advisors sold out of Sysco (SYY) in Q3 2023, closing a stake of 35,407 shares — an estimated $2.63M sold.

Horan Capital Advisors first reported a position in SYY in Q3 2017 and held it in 17 quarters. The position peaked at $2.89M in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Horan Capital Advisors reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Horan Capital Advisors sold 35,407 Sysco shares in Q3 2023, an estimated $2.63M.
  • Horan Capital Advisors first reported a position in Sysco in Q3 2017 and held it in 17 quarters.
  • Horan Capital Advisors's Sysco position peaked at $2.89M in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Horan Capital Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.