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Rainsberger Wealth Advisors’s Sysco SYY Stock Holding History

Rainsberger Wealth Advisors’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 		– Sell
-7,330
Closed -$566K – 75
2023
Q1 		$566K Hold
7,330
– – 0.34% 60
2022
Q4 		$560K Hold
7,330
– – 0.36% 59
2022
Q3 		$518K Buy
+7,330
New +$610K 0.36% 58

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 $34.1B AUM 20.22% 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

Rainsberger Wealth Advisors's SYY Position: Q2 2023 in Review

Rainsberger Wealth Advisors sold out of Sysco (SYY) in Q2 2023, closing a stake of 7,330 shares — an estimated $566K sold.

Rainsberger Wealth Advisors first reported a position in SYY in Q3 2022 and held it in 3 quarters. The position peaked at $566K in Q1 2023. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Rainsberger Wealth Advisors reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Rainsberger Wealth Advisors sold 7,330 Sysco shares in Q2 2023, an estimated $566K.
  • Rainsberger Wealth Advisors first reported a position in Sysco in Q3 2022 and held it in 3 quarters.
  • Rainsberger Wealth Advisors's Sysco position peaked at $566K in Q1 2023.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.