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Pathway Financial Advisers’s Sysco SYY Stock Holding History

Pathway Financial Advisers’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
-2,728
Closed -$200K – 497
2023
Q4 		$200K Sell
2,728
-136
-5% -$9.39K 0.08% 158
2023
Q3 		$189K Buy
+2,864
New +$206K 0.08% 153
2023
Q1 		$398K Buy
5,156
+103
+2% +$7.91K 0.16% 127
2022
Q4 		$386K Buy
+5,053
New +$408K 0.16% 128

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

Pathway Financial Advisers's SYY Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Sysco (SYY) in Q1 2024, closing a stake of 2,728 shares — an estimated $200K sold.

Pathway Financial Advisers first reported a position in SYY in Q4 2022 and held it in 4 quarters. The position peaked at $398K in Q1 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,728 Sysco shares in Q1 2024, an estimated $200K.
  • Pathway Financial Advisers first reported a position in Sysco in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Sysco position peaked at $398K in Q1 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.