MBM Wealth Consultants’s Sysco SYY Stock Holding History

MBM Wealth Consultants’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	-17	Closed	-$1K	–	249
2023 Q1	$1K	Hold	17	–	–	﹤0.01%	271
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	339
2022 Q3	$1K	Sell	17 -1	-6%	-$83	﹤0.01%	262
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	257
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	300
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	284
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	280
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	259
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	250
2020 Q4	$1K	Buy	+18	New	+$1.24K	﹤0.01%	229

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

MBM Wealth Consultants's SYY Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Sysco (SYY) in Q2 2023, closing a stake of 17 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in SYY in Q4 2020 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

MBM Wealth Consultants reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 17 Sysco shares in Q2 2023, an estimated $1K.
MBM Wealth Consultants first reported a position in Sysco in Q4 2020 and held it in 10 quarters.
MBM Wealth Consultants's Sysco position peaked at $2K in Q2 2022.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.