SP
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Successful Portfolios’s Sysco SYY Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-2,579
Closed -$209K – 170
2024
Q1 		$209K Buy
+2,579
New +$203K 0.14% 154
2023
Q2 		– Sell
-2,645
Closed -$204K – 186
2023
Q1 		$204K Sell
2,645
-2
-0.1% -$153 0.13% 176
2022
Q4 		$202K Buy
+2,647
New +$214K 0.13% 177
2022
Q3 		– Sell
-2,683
Closed -$227K – 190
2022
Q2 		$227K Sell
2,683
-3
-0.1% -$251 0.15% 157
2022
Q1 		$219K Hold
2,686
– – 0.12% 182
2021
Q4 		$211K Hold
2,686
– – 0.11% 198
2021
Q3 		$211K Hold
2,686
– – 0.13% 188
2021
Q2 		$209K Sell
2,686
-27
-1% -$2.18K 0.13% 191
2021
Q1 		$214K Sell
2,713
-8
-0.3% -$620 0.14% 178
2020
Q4 		$202K Buy
+2,721
New +$187K 0.14% 169
2020
Q1 		– Sell
-2,645
Closed -$226K – 171
2019
Q4 		$226K Sell
2,645
-198
-7% -$16K 0.2% 133
2019
Q3 		$226K Buy
+2,843
New +$209K 0.21% 127
2018
Q4 		– Sell
-2,870
Closed -$210K – 137
2018
Q3 		$210K Sell
2,870
-167
-5% -$12K 0.23% 131
2018
Q2 		$207K Buy
+3,037
New +$194K 0.24% 123
2018
Q1 		– Sell
-3,383
Closed -$205K – 136
2017
Q4 		$205K Buy
+3,383
New +$192K 0.25% 123

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Successful Portfolios's SYY Position: Q2 2024 in Review

Successful Portfolios sold out of Sysco (SYY) in Q2 2024, closing a stake of 2,579 shares — an estimated $209K sold.

Successful Portfolios first reported a position in SYY in Q4 2017 and held it in 15 quarters. The position peaked at $227K in Q2 2022. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Successful Portfolios reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Successful Portfolios sold 2,579 Sysco shares in Q2 2024, an estimated $209K.
  • Successful Portfolios first reported a position in Sysco in Q4 2017 and held it in 15 quarters.
  • Successful Portfolios's Sysco position peaked at $227K in Q2 2022.
  • 1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Successful Portfolios's 13F filing for Q2 2024, filed 12 Jul 2024.