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 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

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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