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Steward Financial Group’s Sysco SYY Stock Holding History

Steward Financial Group’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 		$5K Buy
+83
New +$5.96K ﹤0.01% 652
2022
Q3 		– Sell
-53
Closed -$4K – 1171
2022
Q2 		$4K Buy
+53
New +$4.44K ﹤0.01% 403
2022
Q1 		– Sell
-1
Closed – – 350
2021
Q4 		$0 Buy
+1
New +$77 ﹤0.01% 285

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's SYY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Sysco (SYY) in Q3 2023: 83 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SYY as recently as Q2 2022.

Steward Financial Group first reported a position in SYY in Q4 2021 and has held it in 3 quarters since. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Steward Financial Group held 83 shares of Sysco worth $5K as of Q3 2023.
  • Sysco was a new Steward Financial Group position in Q3 2023.
  • Sysco made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #652 holding.
  • Steward Financial Group first reported a position in Sysco in Q4 2021 and has held it in 3 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.