Raab & Moskowitz Asset Management’s Sysco SYY Stock Holding History

Raab & Moskowitz Asset Management’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	–	Sell	-3,067	Closed	-$203K	–	166
2023 Q3	$203K	Buy	3,067 +8	+0.3%	+$575	0.07%	159
2023 Q2	$227K	Sell	3,059 -70	-2%	-$5.18K	0.08%	158
2023 Q1	$242K	Buy	+3,129	New	+$240K	0.09%	148
2015 Q1	–	Sell	-2,140	Closed	-$85K	–	333
2014 Q4	$85K	Sell	2,140 -24,680	-92%	-$957K	0.05%	153
2014 Q3	$1.02M	Sell	26,820 -100	-0.4%	-$3.73K	0.49%	71
2014 Q2	$1.01M	Hold	26,920	–	–	0.48%	73
2014 Q1	$730K	Sell	26,920 -700	-3%	-$25.1K	0.4%	83
2013 Q4	$755K	Buy	+27,620	New	+$934K	0.43%	81

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Raab & Moskowitz Asset Management's SYY Position: Q4 2023 in Review

Raab & Moskowitz Asset Management sold out of Sysco (SYY) in Q4 2023, closing a stake of 3,067 shares — an estimated $203K sold.

Raab & Moskowitz Asset Management first reported a position in SYY in Q4 2013 and held it in 8 quarters. The position peaked at $1.02M in Q3 2014. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Raab & Moskowitz Asset Management reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 3,067 Sysco shares in Q4 2023, an estimated $203K.
Raab & Moskowitz Asset Management first reported a position in Sysco in Q4 2013 and held it in 8 quarters.
Raab & Moskowitz Asset Management's Sysco position peaked at $1.02M in Q3 2014.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.