Summit Financial Group’s Sysco SYY Stock Holding History

Summit 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	–	Sell	-3,247	Closed	-$241K	–	185
2023 Q2	$241K	Sell	3,247 -1,000	-24%	-$73.9K	0.09%	174
2023 Q1	$328K	Hold	4,247	–	–	0.12%	148
2022 Q4	$325K	Hold	4,247	–	–	0.13%	151
2022 Q3	$300K	Hold	4,247	–	–	0.12%	149
2022 Q2	$360K	Hold	4,247	–	–	0.14%	143
2022 Q1	$347K	Hold	4,247	–	–	0.12%	151
2021 Q4	$333K	Hold	4,247	–	–	0.11%	162
2021 Q3	$333K	Hold	4,247	–	–	0.12%	155
2021 Q2	$330K	Buy	4,247 +260	+7%	+$21K	0.12%	153
2021 Q1	$314K	Sell	3,987 -54	-1%	-$4.19K	0.13%	142
2020 Q4	$300K	Hold	4,041	–	–	0.13%	128
2020 Q3	$251K	Hold	4,041	–	–	0.12%	130
2020 Q2	$221K	Buy	+4,041	New	+$212K	0.12%	143
2020 Q1	–	Sell	-3,951	Closed	-$338K	–	156
2019 Q4	$338K	Sell	3,951 -273	-6%	-$22.1K	0.16%	108
2019 Q3	$335K	Buy	+4,224	New	+$310K	0.17%	107
2018 Q4	–	Sell	-3,870	Closed	-$283K	–	116
2018 Q3	$283K	Hold	3,870	–	–	0.21%	99
2018 Q2	$264K	Sell	3,870 -710	-16%	-$45.4K	0.21%	103
2018 Q1	$275K	Hold	4,580	–	–	0.22%	103
2017 Q4	$278K	Sell	4,580 -50	-1%	-$2.83K	0.23%	98
2017 Q3	$250K	Sell	4,630 -300	-6%	-$15.6K	0.21%	103
2017 Q2	$248K	Buy	+4,930	New	+$263K	0.21%	104

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Summit Financial Group sold out of Sysco (SYY) in Q3 2023, closing a stake of 3,247 shares — an estimated $241K sold.

Summit Financial Group first reported a position in SYY in Q2 2017 and held it in 21 quarters. The position peaked at $360K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Summit Financial Group reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Summit Financial Group sold 3,247 Sysco shares in Q3 2023, an estimated $241K.
Summit Financial Group first reported a position in Sysco in Q2 2017 and held it in 21 quarters.
Summit Financial Group's Sysco position peaked at $360K in Q2 2022.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Summit Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.