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Strategic Global Advisors’s Sysco SYY Stock Holding History

Strategic Global 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
Q3 		– Sell
-41,338
Closed -$3.07M – 168
2023
Q2 		$3.07M Sell
41,338
-2,550
-6% -$189K 0.47% 69
2023
Q1 		$3.39M Buy
+43,888
New +$3.37M 0.54% 62
2020
Q3 		– Sell
-4,385
Closed -$240K – 165
2020
Q2 		$240K Sell
4,385
-4,819
-52% -$253K 0.05% 135
2020
Q1 		$420K Hold
9,204
– – 0.11% 123
2019
Q4 		$787K Buy
+9,204
New +$746K 0.16% 118
2017
Q4 		– Sell
-3,925
Closed -$212K – 179
2017
Q3 		$212K Buy
+3,925
New +$204K 0.08% 162
2017
Q2 		– Sell
-5,895
Closed -$306K – 176
2017
Q1 		$306K Buy
+5,895
New +$312K 0.11% 142

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

Strategic Global Advisors's SYY Position: Q3 2023 in Review

Strategic Global Advisors sold out of Sysco (SYY) in Q3 2023, closing a stake of 41,338 shares — an estimated $3.07M sold.

Strategic Global Advisors first reported a position in SYY in Q1 2017 and held it in 7 quarters. The position peaked at $3.39M in Q1 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Strategic Global Advisors reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Strategic Global Advisors sold 41,338 Sysco shares in Q3 2023, an estimated $3.07M.
  • Strategic Global Advisors first reported a position in Sysco in Q1 2017 and held it in 7 quarters.
  • Strategic Global Advisors's Sysco position peaked at $3.39M in Q1 2023.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Strategic Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.