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Independent Solutions Wealth Management’s Sysco SYY Stock Holding History

Independent Solutions 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
2023
Q2 		– Sell
-3,649
Closed -$282K – 235
2023
Q1 		$282K Sell
3,649
-1,177
-24% -$90.3K 0.08% 169
2022
Q4 		$369K Sell
4,826
-517
-10% -$41.8K 0.11% 144
2022
Q3 		$378K Buy
5,343
+1,601
+43% +$133K 0.12% 138
2022
Q2 		$317K Buy
+3,742
New +$313K 0.1% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Solutions Wealth Management's SYY Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of Sysco (SYY) in Q2 2023, closing a stake of 3,649 shares — an estimated $282K sold.

Independent Solutions Wealth Management first reported a position in SYY in Q2 2022 and held it in 4 quarters. The position peaked at $378K in Q3 2022. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,649 Sysco shares in Q2 2023, an estimated $282K.
  • Independent Solutions Wealth Management first reported a position in Sysco in Q2 2022 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Sysco position peaked at $378K in Q3 2022.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.