Janiczek Wealth Management’s Sysco SYY Stock Holding History

Janiczek 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	$1.5K	Sell	21 -100	-83%	-$7.47K	﹤0.01%	879
2024 Q1	$9.82K	Hold	121	–	–	﹤0.01%	683
2023 Q4	$8.85K	Buy	121 +18	+17%	+$1.24K	﹤0.01%	685
2023 Q3	$6.8K	Hold	103	–	–	﹤0.01%	691
2023 Q2	$7.64K	Hold	103	–	–	﹤0.01%	610
2023 Q1	$7.62K	Hold	103	–	–	﹤0.01%	616
2022 Q4	$8.32K	Hold	103	–	–	﹤0.01%	595
2022 Q3	$8K	Hold	103	–	–	﹤0.01%	588
2022 Q2	$9K	Hold	103	–	–	﹤0.01%	590
2022 Q1	$8K	Buy	103 +55	+115%	+$4.45K	﹤0.01%	612
2021 Q4	$4K	Buy	48 +45	+1,500%	+$3.46K	﹤0.01%	758
2021 Q3	$0	Buy	+3	New	+$229	﹤0.01%	1031
2021 Q1	–	Sell	-95	Closed	-$7K	–	889
2020 Q4	$7K	Buy	+95	New	+$6.53K	﹤0.01%	537
2019 Q3	–	Sell	-235	Closed	-$17K	–	195
2019 Q2	$17K	Buy	+235	New	+$16.7K	0.01%	117

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Parnassus Investments

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

Fidelity Investments

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