SRN Advisors’s Sysco SYY Stock Holding History

SRN 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 Q4	–	Sell	-9,194	Closed	-$607K	–	110
2023 Q3	$607K	Buy	9,194 +178	+2%	+$12.8K	0.6%	85
2023 Q2	$669K	Sell	9,016 -272	-3%	-$20.1K	0.6%	83
2023 Q1	$715K	Sell	9,288 -189	-2%	-$14.5K	0.65%	86
2022 Q4	$725K	Buy	+9,477	New	+$766K	0.72%	76

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 $34.1B AUM 20.22% 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

SRN Advisors's SYY Position: Q4 2023 in Review

SRN Advisors sold out of Sysco (SYY) in Q4 2023, closing a stake of 9,194 shares — an estimated $607K sold.

SRN Advisors first reported a position in SYY in Q4 2022 and held it in 4 quarters. The position peaked at $725K in Q4 2022. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

SRN Advisors reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
SRN Advisors sold 9,194 Sysco shares in Q4 2023, an estimated $607K.
SRN Advisors first reported a position in Sysco in Q4 2022 and held it in 4 quarters.
SRN Advisors's Sysco position peaked at $725K in Q4 2022.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on SRN Advisors's 13F filing for Q4 2023, filed 14 Jun 2024.