PCMC
SYY icon

Planning Capital Management Corporation’s Sysco SYY Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-17
Closed -$1.21K – 900
2024
Q2 		$1.21K Hold
17
– – ﹤0.01% 573
2024
Q1 		$1.38K Hold
17
– – ﹤0.01% 592
2023
Q4 		$1.24K Buy
+17
New +$1.17K ﹤0.01% 592

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Planning Capital Management Corporation's SYY Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Sysco (SYY) in Q3 2024, closing a stake of 17 shares — an estimated $1.21K sold.

Planning Capital Management Corporation first reported a position in SYY in Q4 2023 and held it in 3 quarters. The position peaked at $1.38K in Q1 2024. 1,485 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 17 Sysco shares in Q3 2024, an estimated $1.21K.
  • Planning Capital Management Corporation first reported a position in Sysco in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Sysco position peaked at $1.38K in Q1 2024.
  • 1,485 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.