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Richelieu Gestion’s Sysco SYY Stock Holding History

Richelieu Gestion’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 		$2.44M Sell
30,042
-5,292
-15% -$417K 2.51% 12
2023
Q4 		$2.58M Hold
35,334
– – 2.31% 22
2023
Q3 		$2.33M Hold
35,334
– – 2.17% 21
2023
Q2 		$2.62M Buy
35,334
+6,369
+22% +$471K 2.18% 26
2023
Q1 		$2.24M Buy
+28,965
New +$2.22M 2.02% 29

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

Richelieu Gestion's SYY Position: Q1 2024 in Review

Richelieu Gestion reduced its Sysco (SYY) stake by 15% in Q1 2024, selling an estimated $417K and leaving 30,042 shares worth $2.44M. The position accounts for 2.51% of the portfolio, ranked #12.

Richelieu Gestion first reported a position in SYY in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.62M in Q2 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Richelieu Gestion held 30,042 shares of Sysco worth $2.44M as of Q1 2024.
  • Richelieu Gestion sold 5,292 Sysco shares in Q1 2024, an estimated $417K.
  • Sysco made up 2.51% of Richelieu Gestion's portfolio in Q1 2024, its #12 holding.
  • Richelieu Gestion first reported a position in Sysco in Q1 2023 and has held it in 5 quarters since.
  • Richelieu Gestion's Sysco position peaked at $2.62M in Q2 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Richelieu Gestion's 13F filing for Q1 2024, filed 15 Apr 2024.