MRA Advisory Group’s Sysco SYY Stock Holding History

MRA Advisory Group’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	-4,022	Closed	-$266K	–	135
2023 Q3	$266K	Buy	4,022 +200	+5%	+$14.4K	0.19%	94
2023 Q2	$284K	Sell	3,822 -190	-5%	-$14.1K	0.2%	89
2023 Q1	$310K	Buy	+4,012	New	+$308K	0.22%	75

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 $34.1B AUM 20.22% 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

MRA Advisory Group's SYY Position: Q4 2023 in Review

MRA Advisory Group sold out of Sysco (SYY) in Q4 2023, closing a stake of 4,022 shares — an estimated $266K sold.

MRA Advisory Group first reported a position in SYY in Q1 2023 and held it in 3 quarters. The position peaked at $310K in Q1 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

MRA Advisory Group reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
MRA Advisory Group sold 4,022 Sysco shares in Q4 2023, an estimated $266K.
MRA Advisory Group first reported a position in Sysco in Q1 2023 and held it in 3 quarters.
MRA Advisory Group's Sysco position peaked at $310K in Q1 2023.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.