Sarah T. Connolly’s Sysco SYY Stock Holding History

Sarah T. Connolly’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 Q4	–	Sell	-11,480	Closed	-$758K	–	75
2023 Q3	$758K	Sell	11,480 -1,800	-14%	-$129K	0.5%	58
2023 Q2	$985K	Hold	13,280	–	–	0.6%	56
2023 Q1	$1.03M	Hold	13,280	–	–	0.65%	57
2022 Q4	$1.02M	Sell	13,280 -600	-4%	-$48.5K	0.69%	57
2022 Q3	$981K	Sell	13,880 -50	-0.4%	-$4.16K	0.72%	51
2022 Q2	$1.18M	Hold	13,930	–	–	0.8%	47
2022 Q1	$1.14M	Hold	13,930	–	–	0.67%	52
2021 Q4	$1.09M	Buy	13,930 +825	+6%	+$63.5K	0.61%	56
2021 Q3	$1.03M	Hold	13,105	–	–	0.85%	49
2021 Q2	$1.02M	Hold	13,105	–	–	0.83%	49
2021 Q1	$1.03M	Hold	13,105	–	–	0.92%	46
2020 Q4	$973K	Buy	+13,105	New	+$901K	0.89%	43

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sarah T. Connolly's SYY Position: Q4 2023 in Review

Sarah T. Connolly sold out of Sysco (SYY) in Q4 2023, closing a stake of 11,480 shares — an estimated $758K sold.

Sarah T. Connolly first reported a position in SYY in Q4 2020 and held it in 12 quarters. The position peaked at $1.18M in Q2 2022. 1,455 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Sarah T. Connolly reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 11,480 Sysco shares in Q4 2023, an estimated $758K.
Sarah T. Connolly first reported a position in Sysco in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Sysco position peaked at $1.18M in Q2 2022.
1,455 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.