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Level Financial Advisors’s Sysco SYY Stock Holding History

Level Financial Advisors’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
-290
Closed -$19.2K – 292
2023
Q3 		$19.2K Buy
+290
New +$20.8K 0.01% 152
2023
Q1 		– Sell
-14
Closed -$1K – 289
2022
Q4 		$1K Buy
+14
New +$1.13K ﹤0.01% 265

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

Level Financial Advisors's SYY Position: Q4 2023 in Review

Level Financial Advisors sold out of Sysco (SYY) in Q4 2023, closing a stake of 290 shares — an estimated $19.2K sold.

Level Financial Advisors first reported a position in SYY in Q4 2022 and held it in 2 quarters. The position peaked at $19.2K in Q3 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Level Financial Advisors reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Level Financial Advisors sold 290 Sysco shares in Q4 2023, an estimated $19.2K.
  • Level Financial Advisors first reported a position in Sysco in Q4 2022 and held it in 2 quarters.
  • Level Financial Advisors's Sysco position peaked at $19.2K in Q3 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.