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	–	193
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janiczek Wealth Management's SYY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Sysco (SYY) stake by 83% in Q2 2024, selling an estimated $7.47K and leaving 21 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Janiczek Wealth Management first reported a position in SYY in Q2 2019 and has held it in 14 quarters since. The position peaked at $17K in Q2 2019. 1,433 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

Janiczek Wealth Management held 21 shares of Sysco worth $1.5K as of Q2 2024.
Janiczek Wealth Management sold 100 Sysco shares in Q2 2024, an estimated $7.47K.
Sysco made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #879 holding.
Janiczek Wealth Management first reported a position in Sysco in Q2 2019 and has held it in 14 quarters since.
Janiczek Wealth Management's Sysco position peaked at $17K in Q2 2019.
1,433 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.