Summit Wealth Group’s Sysco SYY Stock Holding History

Summit Wealth 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 Q2	–	Sell	-17,145	Closed	–	–	237
2023 Q1	$0	Buy	+17,145	New	+$1.32M	﹤0.01%	247

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's SYY Position: Q2 2023 in Review

Summit Wealth Group sold out of Sysco (SYY) in Q2 2023, closing a stake of 17,145 shares.

Summit Wealth Group first reported a position in SYY in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

Summit Wealth Group reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 17,145 Sysco shares in Q2 2023.
Summit Wealth Group first reported a position in Sysco in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Sysco position peaked at $0 in Q1 2023.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.