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Middleton & Co’s Sysco SYY Stock Holding History

Middleton & Co’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
-4,713
Closed -$350K – 155
2023
Q2 		$350K Sell
4,713
-4,380
-48% -$324K 0.05% 125
2023
Q1 		$702K Sell
9,093
-4,590
-34% -$352K 0.1% 95
2022
Q4 		$1.05M Sell
13,683
-1,035
-7% -$83.6K 0.16% 94
2022
Q3 		$1.04M Sell
14,718
-610
-4% -$50.8K 0.16% 88
2022
Q2 		$1.3M Sell
15,328
-300
-2% -$25.1K 0.17% 90
2022
Q1 		$1.28M Buy
15,628
+900
+6% +$72.7K 0.14% 96
2021
Q4 		$1.16M Buy
14,728
+2,325
+19% +$179K 0.11% 101
2021
Q3 		$974K Sell
12,403
-50
-0.4% -$3.81K 0.1% 102
2021
Q2 		$968K Buy
12,453
+2,055
+20% +$166K 0.1% 99
2021
Q1 		$819K Buy
10,398
+6,115
+143% +$474K 0.09% 100
2020
Q4 		$318K Buy
+4,283
New +$294K 0.04% 129

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Middleton & Co's SYY Position: Q3 2023 in Review

Middleton & Co sold out of Sysco (SYY) in Q3 2023, closing a stake of 4,713 shares — an estimated $350K sold.

Middleton & Co first reported a position in SYY in Q4 2020 and held it in 11 quarters. The position peaked at $1.3M in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Middleton & Co reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Middleton & Co sold 4,713 Sysco shares in Q3 2023, an estimated $350K.
  • Middleton & Co first reported a position in Sysco in Q4 2020 and held it in 11 quarters.
  • Middleton & Co's Sysco position peaked at $1.3M in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Middleton & Co's 13F filing for Q3 2023, filed 26 Oct 2023.