Moody National Bank Trust Division’s Sysco SYY Stock Holding History

Moody National Bank Trust Division’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	-6,618	Closed	-$437K	–	634
2023 Q3	$437K	Buy	6,618 +261	+4%	+$18.8K	0.03%	420
2023 Q2	$472K	Hold	6,357	–	–	0.03%	393
2023 Q1	$491K	Buy	6,357 +440	+7%	+$33.8K	0.04%	369
2022 Q4	$452K	Buy	5,917 +545	+10%	+$44K	0.04%	373
2022 Q3	$380K	Buy	5,372 +535	+11%	+$44.6K	0.04%	394
2022 Q2	$410K	Buy	+4,837	New	+$405K	0.04%	329
2019 Q1	–	Sell	-340	Closed	-$21K	–	1372
2018 Q4	$21K	Buy	+340	New	+$22.9K	﹤0.01%	467

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Moody National Bank Trust Division's SYY Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Sysco (SYY) in Q4 2023, closing a stake of 6,618 shares — an estimated $437K sold.

Moody National Bank Trust Division first reported a position in SYY in Q4 2018 and held it in 7 quarters. The position peaked at $491K in Q1 2023. 1,455 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Moody National Bank Trust Division reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 6,618 Sysco shares in Q4 2023, an estimated $437K.
Moody National Bank Trust Division first reported a position in Sysco in Q4 2018 and held it in 7 quarters.
Moody National Bank Trust Division's Sysco position peaked at $491K in Q1 2023.
1,455 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.