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Phillips Wealth Planners’s Sysco SYY Stock Holding History

Phillips Wealth Planners’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
Q3 		– Sell
-2,932
Closed -$218K – 159
2023
Q2 		$218K Buy
2,932
+31
+1% +$2.29K 0.29% 135
2023
Q1 		$223K Sell
2,901
-54
-2% -$4.14K 0.29% 132
2022
Q4 		$231K Buy
+2,955
New +$239K 0.4% 90

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
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

Phillips Wealth Planners's SYY Position: Q3 2023 in Review

Phillips Wealth Planners sold out of Sysco (SYY) in Q3 2023, closing a stake of 2,932 shares — an estimated $218K sold.

Phillips Wealth Planners first reported a position in SYY in Q4 2022 and held it in 3 quarters. The position peaked at $231K in Q4 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Phillips Wealth Planners reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,932 Sysco shares in Q3 2023, an estimated $218K.
  • Phillips Wealth Planners first reported a position in Sysco in Q4 2022 and held it in 3 quarters.
  • Phillips Wealth Planners's Sysco position peaked at $231K in Q4 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Phillips Wealth Planners's 13F filing for Q3 2023, filed 30 Oct 2023.