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Oak Harvest Investment Services’s Sysco SYY Stock Holding History

Oak Harvest Investment Services’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
2023
Q2 		– Sell
-10,265
Closed -$793K – 121
2023
Q1 		$793K Buy
+10,265
New +$788K 0.18% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Harvest Investment Services's SYY Position: Q2 2023 in Review

Oak Harvest Investment Services sold out of Sysco (SYY) in Q2 2023, closing a stake of 10,265 shares — an estimated $793K sold.

Oak Harvest Investment Services first reported a position in SYY in Q1 2023 and held it in 1 quarter. The position peaked at $793K in Q1 2023. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Oak Harvest Investment Services reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Oak Harvest Investment Services sold 10,265 Sysco shares in Q2 2023, an estimated $793K.
  • Oak Harvest Investment Services first reported a position in Sysco in Q1 2023 and held it in 1 quarter.
  • Oak Harvest Investment Services's Sysco position peaked at $793K in Q1 2023.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Oak Harvest Investment Services's 13F filing for Q2 2023, filed 17 Jul 2023.