MinichMacGregor Wealth Management’s Sysco SYY Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-400	Closed	-$30.6K	–	581
2022 Q4	$30.6K	Buy	+400	New	+$32.3K	0.01%	238
2018 Q4	–	Sell	-400	Closed	-$29K	–	468
2018 Q3	$29K	Sell	400 -29	-7%	-$2.09K	0.02%	172
2018 Q2	$29K	Hold	429	–	–	0.02%	171
2018 Q1	$25K	Hold	429	–	–	0.02%	186
2017 Q4	$26K	Hold	429	–	–	0.02%	174
2017 Q3	$23K	Hold	429	–	–	0.02%	185
2017 Q2	$21K	Sell	429 -5	-1%	-$267	0.02%	187
2017 Q1	$22K	Buy	434 +2	+0.5%	+$106	0.02%	177
2016 Q4	$23K	Hold	432	–	–	0.02%	165
2016 Q3	$21K	Hold	432	–	–	0.02%	182
2016 Q2	$21K	Hold	432	–	–	0.02%	175
2016 Q1	$20K	Buy	432 +32	+8%	+$1.38K	0.02%	177
2015 Q4	$14K	Buy	+400	New	+$16.4K	0.01%	199

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MinichMacGregor Wealth Management's SYY Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Sysco (SYY) in Q1 2023, closing a stake of 400 shares — an estimated $30.6K sold.

MinichMacGregor Wealth Management first reported a position in SYY in Q4 2015 and held it in 13 quarters. The position peaked at $30.6K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 400 Sysco shares in Q1 2023, an estimated $30.6K.
MinichMacGregor Wealth Management first reported a position in Sysco in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Sysco position peaked at $30.6K in Q4 2022.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.