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Koss-Olinger Consulting’s Sysco SYY Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-3,291
Closed -$241K – 275
2023
Q4 		$241K Buy
3,291
+242
+8% +$16.7K 0.02% 270
2023
Q3 		$201K Hold
3,049
– – 0.03% 252
2023
Q2 		$226K Hold
3,049
– – 0.03% 235
2023
Q1 		$235K Buy
+3,049
New +$234K 0.03% 212
2021
Q2 		– Sell
-2,546
Closed -$200K – 261
2021
Q1 		$200K Buy
+2,546
New +$197K 0.03% 213

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

Koss-Olinger Consulting's SYY Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Sysco (SYY) in Q1 2024, closing a stake of 3,291 shares — an estimated $241K sold.

Koss-Olinger Consulting first reported a position in SYY in Q1 2021 and held it in 5 quarters. The position peaked at $241K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,291 Sysco shares in Q1 2024, an estimated $241K.
  • Koss-Olinger Consulting first reported a position in Sysco in Q1 2021 and held it in 5 quarters.
  • Koss-Olinger Consulting's Sysco position peaked at $241K in Q4 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.