San Luis Wealth Advisors’s Sysco SYY Stock Holding History

San Luis 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 Q3	–	Sell	-8,982	Closed	-$666K	–	148
2023 Q2	$666K	Sell	8,982 -5,151	-36%	-$381K	0.24%	102
2023 Q1	$1.09M	Buy	+14,133	New	+$1.08M	0.42%	65
2022 Q2	–	Sell	-1,761	Closed	-$138K	–	382
2022 Q1	$138K	Buy	+1,761	New	+$142K	0.07%	179
2020 Q4	$355K	Buy	+4,778	New	+$329K	0.23%	104

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

San Luis Wealth Advisors's SYY Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Sysco (SYY) in Q3 2023, closing a stake of 8,982 shares — an estimated $666K sold.

San Luis Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 4 quarters. The position peaked at $1.09M in Q1 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

San Luis Wealth Advisors reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 8,982 Sysco shares in Q3 2023, an estimated $666K.
San Luis Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 4 quarters.
San Luis Wealth Advisors's Sysco position peaked at $1.09M in Q1 2023.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.