ICA Group Wealth Management’s Sysco SYY Stock Holding History

ICA Group 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	$12.5K	Sell	175 -1,442	-89%	-$108K	0.01%	443
2024 Q1	$131K	Sell	1,617 -62	-4%	-$4.89K	0.03%	352
2023 Q4	$123K	Buy	+1,679	New	+$116K	0.03%	328
2023 Q3	–	Sell	-1,345	Closed	-$99.8K	–	1107
2023 Q2	$99.8K	Buy	1,345 +290	+27%	+$21.4K	0.03%	335
2023 Q1	$81.5K	Hold	1,055	–	–	0.02%	377
2022 Q4	$80.7K	Sell	1,055 -3,889	-79%	-$314K	0.02%	411
2022 Q3	$350K	Buy	4,944 +121	+3%	+$10.1K	0.07%	237
2022 Q2	$418K	Sell	4,823 -2	-0%	-$168	0.08%	218
2022 Q1	$409K	Buy	+4,825	New	+$390K	0.08%	217

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

ICA Group Wealth Management's SYY Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Sysco (SYY) stake by 89% in Q2 2024, selling an estimated $108K and leaving 175 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #443.

ICA Group Wealth Management first reported a position in SYY in Q1 2022 and has held it in 9 quarters since. The position peaked at $418K in Q2 2022. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

ICA Group Wealth Management held 175 shares of Sysco worth $12.5K as of Q2 2024.
ICA Group Wealth Management sold 1,442 Sysco shares in Q2 2024, an estimated $108K.
Sysco made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #443 holding.
ICA Group Wealth Management first reported a position in Sysco in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Sysco position peaked at $418K in Q2 2022.
1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.