SCM
SYY icon

Spreng Capital Management’s Sysco SYY Stock Holding History

Spreng Capital 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
Q3 		– Sell
-4,185
Closed -$299K – 92
2024
Q2 		$299K Sell
4,185
-175
-4% -$13.1K 0.15% 68
2024
Q1 		$354K Sell
4,360
-450
-9% -$35.5K 0.19% 68
2023
Q4 		$352K Sell
4,810
-775
-14% -$53.5K 0.22% 63
2023
Q3 		$369K Sell
5,585
-3,845
-41% -$276K 0.27% 60
2023
Q2 		$700K Sell
9,430
-1,005
-10% -$74.3K 0.55% 41
2023
Q1 		$806K Sell
10,435
-20
-0.2% -$1.53K 0.7% 36
2022
Q4 		$799K Hold
10,455
– – 0.69% 37
2022
Q3 		$739K Sell
10,455
-850
-8% -$70.8K 0.65% 40
2022
Q2 		$974K Sell
11,305
-75
-0.7% -$6.28K 0.73% 37
2022
Q1 		$929K Sell
11,380
-4,150
-27% -$335K 0.57% 42
2021
Q4 		$1.22M Sell
15,530
-530
-3% -$40.8K 0.7% 37
2021
Q3 		$1.3M Sell
16,060
-158
-1% -$12.1K 0.83% 33
2021
Q2 		$1.26M Sell
16,218
-667
-4% -$53.9K 0.82% 33
2021
Q1 		$1.33M Buy
16,885
+765
+5% +$59.3K 0.93% 32
2020
Q4 		$1.2M Sell
16,120
-1,010
-6% -$69.4K 0.95% 31
2020
Q3 		$1.07M Sell
17,130
-500
-3% -$29.1K 1.01% 29
2020
Q2 		$963K Buy
+17,630
New +$927K 0.98% 33

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spreng Capital Management's SYY Position: Q3 2024 in Review

Spreng Capital Management sold out of Sysco (SYY) in Q3 2024, closing a stake of 4,185 shares — an estimated $299K sold.

Spreng Capital Management first reported a position in SYY in Q2 2020 and held it in 17 quarters. The position peaked at $1.33M in Q1 2021. 1,485 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Spreng Capital Management reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Spreng Capital Management sold 4,185 Sysco shares in Q3 2024, an estimated $299K.
  • Spreng Capital Management first reported a position in Sysco in Q2 2020 and held it in 17 quarters.
  • Spreng Capital Management's Sysco position peaked at $1.33M in Q1 2021.
  • 1,485 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Spreng Capital Management's 13F filing for Q3 2024, filed 17 Oct 2024.