KW
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KWB Wealth’s Sysco SYY Stock Holding History

KWB Wealth’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
-4,603
Closed -$342K – 142
2023
Q3 		$342K Hold
4,603
– – 0.05% 96
2023
Q2 		$342K Buy
4,603
+157
+4% +$11.6K 0.05% 96
2023
Q1 		$340K Hold
4,446
– – 0.06% 92
2022
Q4 		$340K Buy
+4,446
New +$359K 0.06% 86
2022
Q3 		– Sell
-2,548
Closed -$216K – 110
2022
Q2 		$216K Buy
+2,548
New +$213K 0.04% 96

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KWB Wealth's SYY Position: Q4 2023 in Review

KWB Wealth sold out of Sysco (SYY) in Q4 2023, closing a stake of 4,603 shares — an estimated $342K sold.

KWB Wealth first reported a position in SYY in Q2 2022 and held it in 5 quarters. The position peaked at $342K in Q3 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • KWB Wealth reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • KWB Wealth sold 4,603 Sysco shares in Q4 2023, an estimated $342K.
  • KWB Wealth first reported a position in Sysco in Q2 2022 and held it in 5 quarters.
  • KWB Wealth's Sysco position peaked at $342K in Q3 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

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