RGF
SYY icon

Retirement Guys Formula’s Sysco SYY Stock Holding History

Retirement Guys Formula’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
-6,612
Closed -$484K – 149
2023
Q4 		$484K Sell
6,612
-59
-0.9% -$4.07K 0.26% 92
2023
Q3 		$441K Buy
6,671
+388
+6% +$27.9K 0.31% 96
2023
Q2 		$466K Buy
6,283
+1,735
+38% +$128K 0.27% 100
2023
Q1 		$351K Buy
4,548
+531
+13% +$40.8K 0.25% 106
2022
Q4 		$307K Buy
+4,017
New +$325K 0.25% 104

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Guys Formula's SYY Position: Q1 2024 in Review

Retirement Guys Formula sold out of Sysco (SYY) in Q1 2024, closing a stake of 6,612 shares — an estimated $484K sold.

Retirement Guys Formula first reported a position in SYY in Q4 2022 and held it in 5 quarters. The position peaked at $484K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Retirement Guys Formula reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 6,612 Sysco shares in Q1 2024, an estimated $484K.
  • Retirement Guys Formula first reported a position in Sysco in Q4 2022 and held it in 5 quarters.
  • Retirement Guys Formula's Sysco position peaked at $484K in Q4 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.