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Oliver Lagore Vanvalin Investment Group’s Sysco SYY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-42
Closed -$3.24K – 835
2023
Q1 		$3.24K Hold
42
– – ﹤0.01% 543
2022
Q4 		$3.21K Sell
42
-326
-89% -$26.3K ﹤0.01% 519
2022
Q3 		$26K Hold
368
– – 0.02% 227
2022
Q2 		$31K Buy
368
+6
+2% +$503 0.02% 226
2022
Q1 		$29K Buy
+362
New +$29.3K 0.02% 220

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 $37.4B AUM 35.42% 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

Oliver Lagore Vanvalin Investment Group's SYY Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Sysco (SYY) in Q2 2023, closing a stake of 42 shares — an estimated $3.24K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SYY in Q1 2022 and held it in 5 quarters. The position peaked at $31K in Q2 2022. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 42 Sysco shares in Q2 2023, an estimated $3.24K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Sysco in Q1 2022 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's Sysco position peaked at $31K in Q2 2022.
  • 1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.