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Naples Money Management’s Sysco SYY Stock Holding History

Naples Money 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
2024
Q3 		$2.13M Sell
27,300
-900
-3% -$67.7K 1.8% 22
2024
Q2 		$1.97M Sell
28,200
-1,000
-3% -$74.7K 1.68% 22
2024
Q1 		$2.37M Sell
29,200
-900
-3% -$70.9K 2.36% 14
2023
Q4 		$2.2M Buy
+30,100
New +$2.08M 2.06% 21

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Naples Money Management's SYY Position: Q3 2024 in Review

Naples Money Management reduced its Sysco (SYY) stake by 3.2% in Q3 2024, selling an estimated $67.7K and leaving 27,300 shares worth $2.13M. The position accounts for 1.8% of the portfolio, ranked #22.

Naples Money Management first reported a position in SYY in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.37M in Q1 2024. 1,485 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Naples Money Management held 27,300 shares of Sysco worth $2.13M as of Q3 2024.
  • Naples Money Management sold 900 Sysco shares in Q3 2024, an estimated $67.7K.
  • Sysco made up 1.8% of Naples Money Management's portfolio in Q3 2024, its #22 holding.
  • Naples Money Management first reported a position in Sysco in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Sysco position peaked at $2.37M in Q1 2024.
  • 1,485 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.