McKinley Carter Wealth Services’s Sysco SYY Stock Holding History

McKinley Carter Wealth Services’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 Q3	–	Sell	-19,614	Closed	-$1.4M	–	307
2024 Q2	$1.4M	Buy	19,614 +572	+3%	+$42.7K	0.09%	142
2024 Q1	$1.55M	Buy	19,042 +1,363	+8%	+$107K	0.1%	131
2023 Q4	$1.29M	Buy	17,679 +503	+3%	+$34.7K	0.09%	132
2023 Q3	$1.13M	Buy	17,176 +798	+5%	+$57.3K	0.09%	137
2023 Q2	$1.22M	Buy	16,378 +605	+4%	+$44.7K	0.09%	141
2023 Q1	$1.22M	Buy	+15,773	New	+$1.21M	0.1%	133
2020 Q3	–	Sell	-53,328	Closed	-$2.92M	–	146
2020 Q2	$2.92M	Buy	53,328 +10,049	+23%	+$528K	0.71%	42
2020 Q1	$1.98M	Buy	43,279 +9,833	+29%	+$680K	0.59%	43
2019 Q4	$2.86M	Buy	33,446 +2,360	+8%	+$191K	0.67%	39
2019 Q3	$2.47M	Buy	31,086 +2,536	+9%	+$186K	0.63%	42
2019 Q2	$2.02M	Buy	28,550 +25,226	+759%	+$1.8M	0.54%	49
2019 Q1	$222K	Hold	3,324	–	–	0.06%	142
2018 Q4	$208K	Hold	3,324	–	–	0.07%	144
2018 Q3	$244K	Hold	3,324	–	–	0.07%	146
2018 Q2	$227K	Hold	3,324	–	–	0.07%	148
2018 Q1	$199K	Hold	3,324	–	–	0.07%	154
2017 Q4	$202K	Buy	+3,324	New	+$188K	0.07%	151

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

McKinley Carter Wealth Services's SYY Position: Q3 2024 in Review

McKinley Carter Wealth Services sold out of Sysco (SYY) in Q3 2024, closing a stake of 19,614 shares — an estimated $1.4M sold.

McKinley Carter Wealth Services first reported a position in SYY in Q4 2017 and held it in 17 quarters. The position peaked at $2.92M in Q2 2020. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

McKinley Carter Wealth Services reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 19,614 Sysco shares in Q3 2024, an estimated $1.4M.
McKinley Carter Wealth Services first reported a position in Sysco in Q4 2017 and held it in 17 quarters.
McKinley Carter Wealth Services's Sysco position peaked at $2.92M in Q2 2020.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2024, filed 16 Oct 2024.