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Legacy Capital Group California’s Sysco SYY Stock Holding History

Legacy Capital Group California’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 		– Sell
-11,543
Closed -$937K – 338
2024
Q1 		$937K Sell
11,543
-386
-3% -$30.4K 0.35% 82
2023
Q4 		$872K Sell
11,929
-93
-0.8% -$6.42K 0.34% 78
2023
Q3 		$794K Buy
+12,022
New +$864K 0.34% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Legacy Capital Group California's SYY Position: Q2 2024 in Review

Legacy Capital Group California sold out of Sysco (SYY) in Q2 2024, closing a stake of 11,543 shares — an estimated $937K sold.

Legacy Capital Group California first reported a position in SYY in Q3 2023 and held it in 3 quarters. The position peaked at $937K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Legacy Capital Group California reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 11,543 Sysco shares in Q2 2024, an estimated $937K.
  • Legacy Capital Group California first reported a position in Sysco in Q3 2023 and held it in 3 quarters.
  • Legacy Capital Group California's Sysco position peaked at $937K in Q1 2024.
  • 1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.