HoyleCohen’s Sysco SYY Stock Holding History

HoyleCohen’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	$591K	Buy	8,280 +1	+0%	+$75	0.04%	176
2024 Q1	$672K	Buy	8,279 +1	+0%	+$79	0.05%	182
2023 Q4	$605K	Sell	8,278 -9	-0.1%	-$621	0.05%	181
2023 Q3	$547K	Sell	8,287 -99	-1%	-$7.11K	0.05%	176
2023 Q2	$622K	Buy	8,386 +101	+1%	+$7.47K	0.05%	172
2023 Q1	$640K	Hold	8,285	–	–	0.06%	167
2022 Q4	$633K	Buy	8,285 +1	+0%	+$81	0.06%	164
2022 Q3	$586K	Buy	8,284 +10	+0.1%	+$833	0.06%	159
2022 Q2	$701K	Hold	8,274	–	–	0.07%	156
2022 Q1	$676K	Buy	8,274 +1	+0%	+$81	0.06%	169
2021 Q4	$650K	Buy	8,273 +104	+1%	+$8K	0.05%	178
2021 Q3	$641K	Hold	8,169	–	–	0.06%	167
2021 Q2	$635	Hold	8,169	–	–	0.05%	165
2021 Q1	$643K	Buy	8,169 +800	+11%	+$62K	0.07%	160
2020 Q4	$547K	Hold	7,369	–	–	0.06%	153
2020 Q3	$458K	Hold	7,369	–	–	0.07%	143
2020 Q2	$403K	Sell	7,369 -245	-3%	-$12.9K	0.07%	136
2020 Q1	$347K	Sell	7,614 -319	-4%	-$22.1K	0.07%	145
2019 Q4	$679K	Hold	7,933	–	–	0.11%	126
2019 Q3	$630K	Hold	7,933	–	–	0.11%	129
2019 Q2	$561K	Hold	7,933	–	–	0.1%	131
2019 Q1	$530K	Buy	+7,933	New	+$516K	0.09%	131

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

HoyleCohen's SYY Position: Q2 2024 in Review

HoyleCohen increased its Sysco (SYY) stake by 0.01% in Q2 2024, buying an estimated $75 and bringing the position to 8,280 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #176.

HoyleCohen first reported a position in SYY in Q1 2019 and has held it in 22 quarters since. The position peaked at $701K in Q2 2022. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

HoyleCohen held 8,280 shares of Sysco worth $591K as of Q2 2024.
HoyleCohen bought 1 Sysco share in Q2 2024, an estimated $75.
Sysco made up 0.04% of HoyleCohen's portfolio in Q2 2024, its #176 holding.
HoyleCohen first reported a position in Sysco in Q1 2019 and has held it in 22 quarters since.
HoyleCohen's Sysco position peaked at $701K in Q2 2022.
1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.