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NovaPoint Capital’s Sysco SYY Stock Holding History

NovaPoint Capital’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 		– Sell
-37,360
Closed -$2.67M – 138
2024
Q2 		$2.67M Sell
37,360
-653
-2% -$48.8K 0.91% 45
2024
Q1 		$3.09M Sell
38,013
-3,700
-9% -$292K 1.08% 36
2023
Q4 		$3.05M Sell
41,713
-2,216
-5% -$153K 1.13% 37
2023
Q3 		$2.9M Buy
43,929
+2,443
+6% +$176K 1.15% 33
2023
Q2 		$3.08M Sell
41,486
-1,206
-3% -$89.2K 1.15% 33
2023
Q1 		$3.3M Buy
42,692
+1,402
+3% +$108K 1.35% 28
2022
Q4 		$3.16M Buy
41,290
+2,099
+5% +$170K 1.38% 31
2022
Q3 		$2.77M Sell
39,191
-462
-1% -$38.5K 1.26% 29
2022
Q2 		$3.36M Buy
39,653
+1,691
+4% +$142K 1.46% 21
2022
Q1 		$3.1M Buy
37,962
+1,726
+5% +$140K 1.13% 41
2021
Q4 		$2.85M Buy
36,236
+3,173
+10% +$244K 1.02% 40
2021
Q3 		$2.6M Buy
33,063
+1,110
+3% +$84.7K 1.04% 39
2021
Q2 		$2.48M Buy
+31,953
New +$2.58M 1.03% 45

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 $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NovaPoint Capital's SYY Position: Q3 2024 in Review

NovaPoint Capital sold out of Sysco (SYY) in Q3 2024, closing a stake of 37,360 shares — an estimated $2.67M sold.

NovaPoint Capital first reported a position in SYY in Q2 2021 and held it in 13 quarters. The position peaked at $3.36M in Q2 2022. 1,486 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • NovaPoint Capital reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • NovaPoint Capital sold 37,360 Sysco shares in Q3 2024, an estimated $2.67M.
  • NovaPoint Capital first reported a position in Sysco in Q2 2021 and held it in 13 quarters.
  • NovaPoint Capital's Sysco position peaked at $3.36M in Q2 2022.
  • 1,486 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on NovaPoint Capital's 13F filing for Q3 2024, filed 17 Oct 2024.