Rice Partnership’s Sysco SYY Stock Holding History

Rice Partnership’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 Q3	–	Sell	-3,365	Closed	-$250K	–	141
2023 Q2	$250K	Sell	3,365 -1,135	-25%	-$83.9K	0.07%	92
2023 Q1	$348K	Sell	4,500 -590	-12%	-$45.3K	0.1%	74
2022 Q4	$389K	Hold	5,090	–	–	0.12%	71
2022 Q3	$360K	Hold	5,090	–	–	0.12%	72
2022 Q2	$431K	Sell	5,090 -358	-7%	-$30K	0.15%	66
2022 Q1	$445K	Hold	5,448	–	–	0.13%	71
2021 Q4	$428K	Hold	5,448	–	–	0.12%	69
2021 Q3	$428K	Sell	5,448 -919	-14%	-$70.1K	0.14%	68
2021 Q2	$495K	Hold	6,367	–	–	0.16%	69
2021 Q1	$501K	Sell	6,367 -942	-13%	-$73K	0.18%	62
2020 Q4	$543K	Hold	7,309	–	–	0.2%	59
2020 Q3	$455K	Hold	7,309	–	–	0.2%	56
2020 Q2	$400K	Hold	7,309	–	–	0.21%	53
2020 Q1	$334K	Buy	7,309 +868	+13%	+$60.1K	0.22%	52
2019 Q4	$551K	Hold	6,441	–	–	0.3%	49
2019 Q3	$511K	Hold	6,441	–	–	0.32%	52
2019 Q2	$456K	Hold	6,441	–	–	0.31%	55
2019 Q1	$430K	Sell	6,441 -2,500	-28%	-$163K	0.31%	56
2018 Q4	$560K	Hold	8,941	–	–	0.5%	45
2018 Q3	$655K	Hold	8,941	–	–	0.41%	46
2018 Q2	$611K	Hold	8,941	–	–	0.4%	48
2018 Q1	$536K	Hold	8,941	–	–	0.36%	51
2017 Q4	$543K	Buy	+8,941	New	+$507K	0.38%	55

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Rice Partnership's SYY Position: Q3 2023 in Review

Rice Partnership sold out of Sysco (SYY) in Q3 2023, closing a stake of 3,365 shares — an estimated $250K sold.

Rice Partnership first reported a position in SYY in Q4 2017 and held it in 23 quarters. The position peaked at $655K in Q3 2018. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Rice Partnership reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Rice Partnership sold 3,365 Sysco shares in Q3 2023, an estimated $250K.
Rice Partnership first reported a position in Sysco in Q4 2017 and held it in 23 quarters.
Rice Partnership's Sysco position peaked at $655K in Q3 2018.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Rice Partnership's 13F filing for Q3 2023, filed 13 Nov 2023.