Life Planning Partners’s Sysco SYY Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-20	Closed	-$1.46K	–	217
2023 Q4	$1.46K	Buy	+20	New	+$1.38K	﹤0.01%	219

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Life Planning Partners's SYY Position: Q1 2024 in Review

Life Planning Partners sold out of Sysco (SYY) in Q1 2024, closing a stake of 20 shares — an estimated $1.46K sold.

Life Planning Partners first reported a position in SYY in Q4 2023 and held it in 1 quarter. The position peaked at $1.46K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

Life Planning Partners reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 20 Sysco shares in Q1 2024, an estimated $1.46K.
Life Planning Partners first reported a position in Sysco in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Sysco position peaked at $1.46K in Q4 2023.
1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.