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OneAscent Wealth Management’s Sysco SYY Stock Holding History

OneAscent Wealth Management’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
Q1 		– Sell
-3,576
Closed -$262K – 197
2023
Q4 		$262K Sell
3,576
-1,228
-26% -$84.8K 0.1% 137
2023
Q3 		$317K Buy
+4,804
New +$345K 0.14% 105
2023
Q2 		– Sell
-5,543
Closed -$428K – 175
2023
Q1 		$428K Sell
5,543
-1,953
-26% -$150K 0.17% 77
2022
Q4 		$573K Buy
7,496
+55
+0.7% +$4.44K 0.27% 40
2022
Q3 		$526K Buy
7,441
+4,039
+119% +$336K 0.28% 34
2022
Q2 		$290K Sell
3,402
-226
-6% -$18.9K 0.15% 121
2022
Q1 		$296K Buy
+3,628
New +$293K 0.15% 147
2021
Q1 		$460K Buy
5,842
+340
+6% +$26.4K 0.2% 126
2020
Q4 		$409K Buy
+5,502
New +$378K 0.19% 124

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneAscent Wealth Management's SYY Position: Q1 2024 in Review

OneAscent Wealth Management sold out of Sysco (SYY) in Q1 2024, closing a stake of 3,576 shares — an estimated $262K sold.

OneAscent Wealth Management first reported a position in SYY in Q4 2020 and held it in 9 quarters. The position peaked at $573K in Q4 2022. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • OneAscent Wealth Management reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 3,576 Sysco shares in Q1 2024, an estimated $262K.
  • OneAscent Wealth Management first reported a position in Sysco in Q4 2020 and held it in 9 quarters.
  • OneAscent Wealth Management's Sysco position peaked at $573K in Q4 2022.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.