SS
SYY icon

Simplicity Solutions’s Sysco SYY Stock Holding History

Simplicity Solutions’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 		$3.46M Sell
47,260
-1,046
-2% -$72.2K 0.09% 196
2023
Q3 		$3.19M Sell
48,306
-8,444
-15% -$607K 0.1% 187
2023
Q2 		$4.21M Buy
56,750
+37,120
+189% +$2.74M 0.12% 175
2023
Q1 		$1.52M Buy
19,630
+15,014
+325% +$1.15M 0.04% 382
2022
Q4 		$353K Buy
4,616
+82
+2% +$6.63K 0.05% 434
2022
Q3 		$321K Sell
4,534
-19
-0.4% -$1.58K 0.05% 435
2022
Q2 		$386K Buy
4,553
+687
+18% +$57.5K 0.05% 369
2022
Q1 		$316K Sell
3,866
-2,652
-41% -$214K 0.04% 432
2021
Q4 		$512K Buy
6,518
+3,203
+97% +$247K 0.06% 386
2021
Q3 		$260K Buy
3,315
+297
+10% +$22.7K 0.04% 487
2021
Q2 		$235K Buy
+3,018
New +$244K 0.05% 461
2020
Q1 		– Sell
-7,016
Closed -$600K – 891
2019
Q4 		$600K Buy
7,016
+2,950
+73% +$239K 0.02% 499
2019
Q3 		$323K Sell
4,066
-57
-1% -$4.18K 0.01% 521
2019
Q2 		$292K Sell
4,123
-2,402
-37% -$171K 0.01% 505
2019
Q1 		$436K Sell
6,525
-2,400
-27% -$156K 0.03% 443
2018
Q4 		$559K Buy
8,925
+5,042
+130% +$340K 0.07% 287
2018
Q3 		$284K Buy
3,883
+392
+11% +$28.2K 0.02% 399
2018
Q2 		$239K Buy
+3,491
New +$223K 0.02% 428
2015
Q3 		– Sell
-6,972
Closed -$252K – 147
2015
Q2 		$252K Buy
+6,972
New +$261K 0.24% 106

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's SYY Position: Q4 2023 in Review

Simplicity Solutions reduced its Sysco (SYY) stake by 2.2% in Q4 2023, selling an estimated $72.2K and leaving 47,260 shares worth $3.46M. The position accounts for 0.09% of the portfolio, ranked #196.

Simplicity Solutions first reported a position in SYY in Q2 2015 and has held it in 19 quarters since. The position peaked at $4.21M in Q2 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Simplicity Solutions held 47,260 shares of Sysco worth $3.46M as of Q4 2023.
  • Simplicity Solutions sold 1,046 Sysco shares in Q4 2023, an estimated $72.2K.
  • Sysco made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #196 holding.
  • Simplicity Solutions first reported a position in Sysco in Q2 2015 and has held it in 19 quarters since.
  • Simplicity Solutions's Sysco position peaked at $4.21M in Q2 2023.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.