NSI Retail Advisors’s Sysco SYY Stock Holding History

NSI Retail Advisors’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	-2,323	Closed	-$166K	–	42
2024 Q2	$166K	Hold	2,323	–	–	0.03%	38
2024 Q1	$189K	Sell	2,323 -500	-18%	-$39.4K	0.03%	42
2023 Q4	$206K	Buy	+2,823	New	+$195K	0.03%	45
2023 Q3	–	Sell	-3,523	Closed	-$261K	–	52
2023 Q2	$261K	Sell	3,523 -1,000	-22%	-$73.9K	0.04%	44
2023 Q1	$349K	Hold	4,523	–	–	0.07%	38
2022 Q4	$346K	Hold	4,523	–	–	0.08%	37
2022 Q3	$320K	Hold	4,523	–	–	0.09%	32
2022 Q2	$383K	Hold	4,523	–	–	0.09%	32
2022 Q1	$369K	Hold	4,523	–	–	0.05%	45
2021 Q4	$355K	Hold	4,523	–	–	0.06%	46
2021 Q3	$355K	Sell	4,523 -2,000	-31%	-$153K	0.06%	44
2021 Q2	$507K	Buy	+6,523	New	+$527K	0.07%	43

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NSI Retail Advisors's SYY Position: Q3 2024 in Review

NSI Retail Advisors sold out of Sysco (SYY) in Q3 2024, closing a stake of 2,323 shares — an estimated $166K sold.

NSI Retail Advisors first reported a position in SYY in Q2 2021 and held it in 12 quarters. The position peaked at $507K in Q2 2021. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

NSI Retail Advisors reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
NSI Retail Advisors sold 2,323 Sysco shares in Q3 2024, an estimated $166K.
NSI Retail Advisors first reported a position in Sysco in Q2 2021 and held it in 12 quarters.
NSI Retail Advisors's Sysco position peaked at $507K in Q2 2021.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on NSI Retail Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.