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Provence Wealth Management Group’s Sysco SYY Stock Holding History

Provence Wealth Management 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
Q4 		$6.58K Hold
90
– – ﹤0.01% 335
2023
Q3 		$5.95K Buy
+90
New +$6.47K ﹤0.01% 337

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Provence Wealth Management Group's SYY Position: Q4 2023 in Review

Provence Wealth Management Group held its Sysco (SYY) position steady in Q4 2023 at 90 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Provence Wealth Management Group first reported a position in SYY in Q3 2023 and has held it in 2 quarters since. 1,455 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Provence Wealth Management Group held 90 shares of Sysco worth $6.58K as of Q4 2023.
  • Provence Wealth Management Group left its Sysco share count unchanged in Q4 2023.
  • Sysco made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #335 holding.
  • Provence Wealth Management Group first reported a position in Sysco in Q3 2023 and has held it in 2 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.