KA
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Kozak & Associates’s Sysco SYY Stock Holding History

Kozak & Associates’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
Q3 		– Sell
-203
Closed -$15.3K – 398
2024
Q2 		$14.2K Hold
203
– – ﹤0.01% 201
2024
Q1 		$15.4K Buy
203
+3
+2% +$236 ﹤0.01% 196
2023
Q4 		$15K Hold
200
– – ﹤0.01% 205
2023
Q3 		$12.6K Hold
200
– – ﹤0.01% 219
2023
Q2 		$15.1K Hold
200
– – 0.01% 202
2023
Q1 		$15.4K Hold
200
– – 0.01% 205
2022
Q4 		$15K Hold
200
– – 0.01% 205
2022
Q3 		$15K Buy
+200
New +$16.7K 0.01% 202

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kozak & Associates's SYY Position: Q3 2024 in Review

Kozak & Associates sold out of Sysco (SYY) in Q3 2024, closing a stake of 203 shares — an estimated $15.3K sold.

Kozak & Associates first reported a position in SYY in Q3 2022 and held it in 8 quarters. The position peaked at $15.4K in Q1 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Kozak & Associates reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Kozak & Associates sold 203 Sysco shares in Q3 2024, an estimated $15.3K.
  • Kozak & Associates first reported a position in Sysco in Q3 2022 and held it in 8 quarters.
  • Kozak & Associates's Sysco position peaked at $15.4K in Q1 2024.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Kozak & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.