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Piershale Financial Group’s Sysco SYY Stock Holding History

Piershale Financial 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 		$13.4K Hold
181
– – 0.01% 99
2023
Q1 		$14K Hold
181
– – 0.01% 90
2022
Q4 		$13.8K Buy
+181
New +$14.6K 0.01% 86
2013
Q4 		– Sell
-3,282
Closed -$104K – 161
2013
Q3 		$104K Hold
3,282
– – 0.09% 33
2013
Q2 		$112K Buy
+3,282
New +$113K 0.22% 25

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

Piershale Financial Group's SYY Position: Q2 2023 in Review

Piershale Financial Group held its Sysco (SYY) position steady in Q2 2023 at 181 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #99.

Piershale Financial Group first reported a position in SYY in Q2 2013 and has held it in 5 quarters since. The position peaked at $112K in Q2 2013. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Piershale Financial Group held 181 shares of Sysco worth $13.4K as of Q2 2023.
  • Piershale Financial Group left its Sysco share count unchanged in Q2 2023.
  • Sysco made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #99 holding.
  • Piershale Financial Group first reported a position in Sysco in Q2 2013 and has held it in 5 quarters since.
  • Piershale Financial Group's Sysco position peaked at $112K in Q2 2013.
  • 1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.