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Rockbridge Investment Management’s Sysco SYY Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-494
Closed -$36.1K – 562
2023
Q4 		$36.1K Buy
+494
New +$34.1K 0.01% 267
2022
Q3 		– Sell
-34
Closed -$2.88K – 536
2022
Q2 		$2.88K Sell
34
-115
-77% -$9.63K ﹤0.01% 513
2022
Q1 		$12.3K Sell
149
-1,065
-88% -$86.1K ﹤0.01% 485
2021
Q4 		$95K Hold
1,214
– – 0.01% 261
2021
Q3 		$95K Hold
1,214
– – 0.02% 241
2021
Q2 		$94K Hold
1,214
– – 0.02% 232
2021
Q1 		$96K Sell
1,214
-50
-4% -$3.88K 0.02% 217
2020
Q4 		$94K Hold
1,264
– – 0.02% 210
2020
Q3 		$79K Buy
1,264
+1,075
+569% +$62.5K 0.02% 213
2020
Q2 		$10K Buy
+189
New +$9.94K ﹤0.01% 431

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

Rockbridge Investment Management's SYY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Sysco (SYY) in Q1 2024, closing a stake of 494 shares — an estimated $36.1K sold.

Rockbridge Investment Management first reported a position in SYY in Q2 2020 and held it in 10 quarters. The position peaked at $96K in Q1 2021. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 494 Sysco shares in Q1 2024, an estimated $36.1K.
  • Rockbridge Investment Management first reported a position in Sysco in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Sysco position peaked at $96K in Q1 2021.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.