Priebe Wealth Holdings’s Sysco SYY Stock Holding History

Priebe Wealth Holdings’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	-7,330	Closed	-$536K	–	70
2023 Q4	$536K	Buy	+7,330	New	+$506K	0.44%	33

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Priebe Wealth Holdings's SYY Position: Q1 2024 in Review

Priebe Wealth Holdings sold out of Sysco (SYY) in Q1 2024, closing a stake of 7,330 shares — an estimated $536K sold.

Priebe Wealth Holdings first reported a position in SYY in Q4 2023 and held it in 1 quarter. The position peaked at $536K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

Priebe Wealth Holdings reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
Priebe Wealth Holdings sold 7,330 Sysco shares in Q1 2024, an estimated $536K.
Priebe Wealth Holdings first reported a position in Sysco in Q4 2023 and held it in 1 quarter.
Priebe Wealth Holdings's Sysco position peaked at $536K in Q4 2023.
1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Priebe Wealth Holdings's 13F filing for Q1 2024, filed 12 Apr 2024.