Laffer Tengler Investments’s Sysco SYY Stock Holding History

Laffer Tengler Investments’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	-591	Closed	-$39K	–	429
2023 Q3	$39K	Buy	+591	New	+$42.5K	0.01%	251
2019 Q2	–	Sell	-41,178	Closed	-$2.75M	–	172
2019 Q1	$2.75M	Hold	41,178	–	–	0.74%	45
2018 Q4	$2.58M	Hold	41,178	–	–	0.76%	37
2018 Q3	$3.02M	Hold	41,178	–	–	0.75%	35
2018 Q2	$2.81M	Hold	41,178	–	–	0.72%	38
2018 Q1	$2.47M	Buy	+41,178	New	+$2.49M	0.61%	67
2013 Q3	–	Hold	0	–	–	–	229

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Laffer Tengler Investments's SYY Position: Q4 2023 in Review

Laffer Tengler Investments sold out of Sysco (SYY) in Q4 2023, closing a stake of 591 shares — an estimated $39K sold.

Laffer Tengler Investments first reported a position in SYY in Q1 2018 and held it in 6 quarters. The position peaked at $3.02M in Q3 2018. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Laffer Tengler Investments reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Laffer Tengler Investments sold 591 Sysco shares in Q4 2023, an estimated $39K.
Laffer Tengler Investments first reported a position in Sysco in Q1 2018 and held it in 6 quarters.
Laffer Tengler Investments's Sysco position peaked at $3.02M in Q3 2018.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.