Intrua Financial’s Sysco SYY Stock Holding History

Intrua Financial’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	-4,319	Closed	-$320K	–	375
2023 Q2	$320K	Buy	+4,319	New	+$319K	0.05%	267

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Intrua Financial's SYY Position: Q3 2023 in Review

Intrua Financial sold out of Sysco (SYY) in Q3 2023, closing a stake of 4,319 shares — an estimated $320K sold.

Intrua Financial first reported a position in SYY in Q2 2023 and held it in 1 quarter. The position peaked at $320K in Q2 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Intrua Financial reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Intrua Financial sold 4,319 Sysco shares in Q3 2023, an estimated $320K.
Intrua Financial first reported a position in Sysco in Q2 2023 and held it in 1 quarter.
Intrua Financial's Sysco position peaked at $320K in Q2 2023.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Intrua Financial's 13F filing for Q3 2023, filed 28 May 2025.