NC
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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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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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 $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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