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SYY icon

Horan Securities’s Sysco SYY Stock Holding History

Horan Securities’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
-2,585
Closed -$192K – 600
2023
Q2 		$192K Sell
2,585
-23
-0.9% -$1.7K 0.08% 119
2023
Q1 		$201K Buy
2,608
+78
+3% +$5.99K 0.1% 103
2022
Q4 		$193K Sell
2,530
-18
-0.7% -$1.45K 0.11% 95
2022
Q3 		$180K Buy
2,548
+84
+3% +$7K 0.11% 97
2022
Q2 		$216K Buy
2,464
+197
+9% +$16.5K 0.13% 88
2022
Q1 		$185K Buy
2,267
+190
+9% +$15.4K 0.11% 89
2021
Q4 		$163K Buy
+2,077
New +$160K 0.1% 101
2021
Q2 		$121K Buy
1,550
+771
+99% +$62.3K 0.09% 110
2021
Q1 		$61K Buy
779
+659
+549% +$51.1K 0.05% 127
2020
Q4 		$9K Buy
+120
New +$8.25K 0.01% 274
2020
Q3 		– Sell
-141
Closed -$8K – 388
2020
Q2 		$8K Buy
+141
New +$7.41K 0.01% 203

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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

Horan Securities's SYY Position: Q3 2023 in Review

Horan Securities sold out of Sysco (SYY) in Q3 2023, closing a stake of 2,585 shares — an estimated $192K sold.

Horan Securities first reported a position in SYY in Q2 2020 and held it in 11 quarters. The position peaked at $216K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Horan Securities reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 2,585 Sysco shares in Q3 2023, an estimated $192K.
  • Horan Securities first reported a position in Sysco in Q2 2020 and held it in 11 quarters.
  • Horan Securities's Sysco position peaked at $216K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

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