IVC Wealth Advisors’s Sysco SYY Stock Holding History

IVC Wealth Advisors’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	-8,050	Closed	-$532K	–	173
2023 Q3	$532K	Sell	8,050 -14	-0.2%	-$1.01K	0.36%	72
2023 Q2	$598K	Buy	+8,064	New	+$596K	0.38%	68

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

IVC Wealth Advisors's SYY Position: Q4 2023 in Review

IVC Wealth Advisors sold out of Sysco (SYY) in Q4 2023, closing a stake of 8,050 shares — an estimated $532K sold.

IVC Wealth Advisors first reported a position in SYY in Q2 2023 and held it in 2 quarters. The position peaked at $598K in Q2 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

IVC Wealth Advisors reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
IVC Wealth Advisors sold 8,050 Sysco shares in Q4 2023, an estimated $532K.
IVC Wealth Advisors first reported a position in Sysco in Q2 2023 and held it in 2 quarters.
IVC Wealth Advisors's Sysco position peaked at $598K in Q2 2023.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on IVC Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.