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SYY icon

Norwood Financial’s Sysco SYY Stock Holding History

Norwood Financial’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
Q1 		$583K Hold
7,185
– – 0.84% 28
2023
Q4 		$525K Sell
7,185
-235
-3% -$16.2K 0.8% 30
2023
Q3 		$490K Buy
7,420
+45
+0.6% +$3.23K 0.79% 32
2023
Q2 		$547K Sell
7,375
-50
-0.7% -$3.7K 0.82% 29
2023
Q1 		$573K Buy
7,425
+90
+1% +$6.91K 0.91% 28
2022
Q4 		$561K Sell
7,335
-95
-1% -$7.67K 0.88% 28
2022
Q3 		$525K Hold
7,430
– – 0.93% 26
2022
Q2 		$629K Hold
7,430
– – 1.07% 22
2022
Q1 		$606K Sell
7,430
-25
-0.3% -$2.02K 0.88% 28
2021
Q4 		$586K Buy
+7,455
New +$574K 0.81% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norwood Financial's SYY Position: Q1 2024 in Review

Norwood Financial held its Sysco (SYY) position steady in Q1 2024 at 7,185 shares worth $583K. The position accounts for 0.84% of the portfolio, ranked #28.

Norwood Financial first reported a position in SYY in Q4 2021 and has held it in 10 quarters since. The position peaked at $629K in Q2 2022. 1,476 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Norwood Financial held 7,185 shares of Sysco worth $583K as of Q1 2024.
  • Norwood Financial left its Sysco share count unchanged in Q1 2024.
  • Sysco made up 0.84% of Norwood Financial's portfolio in Q1 2024, its #28 holding.
  • Norwood Financial first reported a position in Sysco in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's Sysco position peaked at $629K in Q2 2022.
  • 1,476 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.