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M Holdings Securities’s Sysco SYY Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-5,128
Closed -$396K – 423
2023
Q1 		$396K Hold
5,128
– – 0.04% 302
2022
Q4 		$393K Buy
5,128
+71
+1% +$5.74K 0.04% 295
2022
Q3 		$358K Sell
5,057
-341
-6% -$28.4K 0.04% 297
2022
Q2 		$457K Sell
5,398
-241
-4% -$20.2K 0.05% 264
2022
Q1 		$460K Buy
+5,639
New +$456K 0.03% 312
2021
Q2 		– Sell
-6,302
Closed -$496K – 443
2021
Q1 		$496K Buy
+6,302
New +$489K 0.05% 291
2014
Q4 		– Sell
-1,846
Closed -$83K – 404
2014
Q3 		$83K Buy
+1,846
New +$68.9K 0.05% 319

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M Holdings Securities's SYY Position: Q2 2023 in Review

M Holdings Securities sold out of Sysco (SYY) in Q2 2023, closing a stake of 5,128 shares — an estimated $396K sold.

M Holdings Securities first reported a position in SYY in Q3 2014 and held it in 7 quarters. The position peaked at $496K in Q1 2021. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • M Holdings Securities reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • M Holdings Securities sold 5,128 Sysco shares in Q2 2023, an estimated $396K.
  • M Holdings Securities first reported a position in Sysco in Q3 2014 and held it in 7 quarters.
  • M Holdings Securities's Sysco position peaked at $496K in Q1 2021.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.