PFS Investments’s Sysco SYY Stock Holding History

PFS Investments’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	$3.98M	Buy	+53,627	New	+$3.97M	0.07%	250
2020 Q1	–	Sell	-17,857	Closed	-$1.53M	–	285
2019 Q4	$1.53M	Buy	17,857 +9,346	+110%	+$757K	0.06%	163
2019 Q3	$676K	Buy	8,511 +2,986	+54%	+$219K	0.03%	172
2019 Q2	$396K	Buy	+5,525	New	+$393K	0.02%	164

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's SYY Position: Q2 2023 in Review

PFS Investments opened a new position in Sysco (SYY) in Q2 2023: 53,627 shares worth $3.98M. The stake represents 0.07% of the portfolio and ranks #250 among its holdings. This is a return to the name: PFS Investments previously reported a position in SYY as recently as Q4 2019.

PFS Investments first reported a position in SYY in Q2 2019 and has held it in 4 quarters since. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

PFS Investments held 53,627 shares of Sysco worth $3.98M as of Q2 2023.
Sysco was a new PFS Investments position in Q2 2023.
Sysco made up 0.07% of PFS Investments's portfolio in Q2 2023, its #250 holding.
PFS Investments first reported a position in Sysco in Q2 2019 and has held it in 4 quarters since.
1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.