Meridian Wealth Advisors’s Sysco SYY Stock Holding History

Meridian Wealth Advisors’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	-7,123	Closed	-$550K	–	192
2023 Q1	$550K	Sell	7,123 -52	-0.7%	-$3.99K	0.14%	105
2022 Q4	$549K	Hold	7,175	–	–	0.14%	107
2022 Q3	$507K	Buy	7,175 +150	+2%	+$12.5K	0.14%	110
2022 Q2	$595K	Sell	7,025 -351	-5%	-$29.4K	0.16%	110
2022 Q1	$602K	Sell	7,376 -113	-2%	-$9.13K	0.14%	116
2021 Q4	$588K	Sell	7,489 -63	-0.8%	-$4.85K	0.14%	118
2021 Q3	$593K	Buy	7,552 +113	+2%	+$8.62K	0.17%	108
2021 Q2	$578K	Sell	7,439 -454	-6%	-$36.7K	0.16%	112
2021 Q1	$621K	Buy	7,893 +885	+13%	+$68.6K	0.21%	94
2020 Q4	$520K	Sell	7,008 -95	-1%	-$6.53K	0.19%	101
2020 Q3	$442K	Sell	7,103 -1,160	-14%	-$67.5K	0.19%	102
2020 Q2	$452K	Buy	8,263 +1,280	+18%	+$67.3K	0.21%	97
2020 Q1	$319K	Sell	6,983 -833	-11%	-$57.6K	0.18%	99
2019 Q4	$669K	Buy	7,816 +300	+4%	+$24.3K	0.26%	73
2019 Q3	$597K	Buy	7,516 +519	+7%	+$38.1K	0.26%	76
2019 Q2	$495K	Hold	6,997	–	–	0.35%	67
2019 Q1	$467K	Sell	6,997 -980	-12%	-$63.8K	0.34%	62
2018 Q4	$500K	Buy	+7,977	New	+$538K	0.38%	50

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 $37.4B AUM 35.42% 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

Meridian Wealth Advisors's SYY Position: Q2 2023 in Review

Meridian Wealth Advisors sold out of Sysco (SYY) in Q2 2023, closing a stake of 7,123 shares — an estimated $550K sold.

Meridian Wealth Advisors first reported a position in SYY in Q4 2018 and held it in 18 quarters. The position peaked at $669K in Q4 2019. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

Meridian Wealth Advisors reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 7,123 Sysco shares in Q2 2023, an estimated $550K.
Meridian Wealth Advisors first reported a position in Sysco in Q4 2018 and held it in 18 quarters.
Meridian Wealth Advisors's Sysco position peaked at $669K in Q4 2019.
1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Meridian Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.