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M&G Investment Management’s Sysco SYY Stock Holding History

M&G Investment Management’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
Q3 		– Sell
-331,067
Closed -$24.5M – 393
2023
Q2 		$24.5M Sell
331,067
-123,121
-27% -$9.1M 0.1% 120
2023
Q1 		$35M Buy
454,188
+15,246
+3% +$1.17M 0.17% 99
2022
Q4 		$33.4M Sell
438,942
-17,312
-4% -$1.4M 0.17% 98
2022
Q3 		$32.4K Buy
456,254
+33,164
+8% +$2.76M 0.19% 99
2022
Q2 		$36K Buy
423,090
+26,261
+7% +$2.2M 0.21% 104
2022
Q1 		$32.5K Sell
396,829
-27,273
-6% -$2.2M 0.06% 119
2021
Q4 		$33.5K Sell
424,102
-159,529
-27% -$12.3M 0.09% 113
2021
Q3 		$46.1K Buy
583,631
+116,716
+25% +$8.9M 0.11% 117
2021
Q2 		$36.4K Buy
466,915
+219,077
+88% +$17.7M 0.09% 136
2021
Q1 		$19.6K Buy
247,838
+21,518
+10% +$1.67M 0.06% 128
2020
Q4 		$16.7K Buy
+226,320
New +$15.6M 0.1% 142
2020
Q2 		– Sell
-13,562
Closed -$624K – 440
2020
Q1 		$624K Sell
13,562
-2,630
-16% -$182K 0.01% 319
2019
Q4 		$1.39M Buy
+16,192
New +$1.31M 0.01% 293

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&G Investment Management's SYY Position: Q3 2023 in Review

M&G Investment Management sold out of Sysco (SYY) in Q3 2023, closing a stake of 331,067 shares — an estimated $24.5M sold.

M&G Investment Management first reported a position in SYY in Q4 2019 and held it in 13 quarters. The position peaked at $35M in Q1 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • M&G Investment Management reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • M&G Investment Management sold 331,067 Sysco shares in Q3 2023, an estimated $24.5M.
  • M&G Investment Management first reported a position in Sysco in Q4 2019 and held it in 13 quarters.
  • M&G Investment Management's Sysco position peaked at $35M in Q1 2023.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on M&G Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.