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Milestone Investment Advisors’s Sysco SYY Stock Holding History

Milestone Investment 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
Q4 		– Sell
-600
Closed -$39.6K – 405
2023
Q3 		$39.6K Buy
+600
New +$43.1K 0.01% 216
2023
Q2 		– Sell
-600
Closed -$46.3K – 401
2023
Q1 		$46.3K Buy
+600
New +$46K 0.01% 211

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Investment Advisors's SYY Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Sysco (SYY) in Q4 2023, closing a stake of 600 shares — an estimated $39.6K sold.

Milestone Investment Advisors first reported a position in SYY in Q1 2023 and held it in 2 quarters. The position peaked at $46.3K in Q1 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 600 Sysco shares in Q4 2023, an estimated $39.6K.
  • Milestone Investment Advisors first reported a position in Sysco in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Sysco position peaked at $46.3K in Q1 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.