IP
SYY icon

Ignite Planners’s Sysco SYY Stock Holding History

Ignite Planners’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
Q4 		– Sell
-4,645
Closed -$296K – 331
2023
Q3 		$296K Buy
4,645
+455
+11% +$32.7K 0.09% 239
2023
Q2 		$311K Sell
4,190
-506
-11% -$37.4K 0.12% 187
2023
Q1 		$365K Sell
4,696
-858
-15% -$65.8K 0.15% 157
2022
Q4 		$395K Buy
5,554
+156
+3% +$12.6K 0.17% 161
2022
Q3 		$389K Buy
5,398
+226
+4% +$18.8K 0.31% 103
2022
Q2 		$446K Buy
5,172
+475
+10% +$39.8K 0.37% 83
2022
Q1 		$416K Sell
4,697
-358
-7% -$28.9K 0.28% 100
2021
Q4 		$399K Buy
+5,055
New +$389K 0.26% 111

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ignite Planners's SYY Position: Q4 2023 in Review

Ignite Planners sold out of Sysco (SYY) in Q4 2023, closing a stake of 4,645 shares — an estimated $296K sold.

Ignite Planners first reported a position in SYY in Q4 2021 and held it in 8 quarters. The position peaked at $446K in Q2 2022. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Ignite Planners reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 4,645 Sysco shares in Q4 2023, an estimated $296K.
  • Ignite Planners first reported a position in Sysco in Q4 2021 and held it in 8 quarters.
  • Ignite Planners's Sysco position peaked at $446K in Q2 2022.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.