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Sutton Wealth Advisors’s Sysco SYY Stock Holding History

Sutton Wealth 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 		$162K Buy
2,456
+3
+0.1% +$216 0.08% 124
2023
Q2 		$182K Hold
2,453
– – 0.09% 117
2023
Q1 		$189K Sell
2,453
-6
-0.2% -$460 0.1% 107
2022
Q4 		$188K Sell
2,459
-12
-0.5% -$969 0.07% 180
2022
Q3 		$175K Sell
2,471
-17
-0.7% -$1.42K 0.07% 182
2022
Q2 		$211K Buy
2,488
+18
+0.7% +$1.51K 0.08% 161
2022
Q1 		$202K Buy
2,470
+17
+0.7% +$1.37K 0.07% 181
2021
Q4 		$193K Sell
2,453
-37
-1% -$2.85K 0.06% 183
2021
Q3 		$195K Buy
2,490
+4
+0.2% +$305 0.07% 177
2021
Q2 		$193K Hold
2,486
– – 0.07% 179
2021
Q1 		$196K Buy
2,486
+33
+1% +$2.56K 0.08% 172
2020
Q4 		$182K Sell
2,453
-61
-2% -$4.19K 0.08% 169
2020
Q3 		$156K Buy
2,514
+10
+0.4% +$582 0.08% 165
2020
Q2 		$137K Sell
2,504
-19
-0.8% -$999 0.07% 176
2020
Q1 		$115K Buy
2,523
+7
+0.3% +$484 0.07% 178
2019
Q4 		$215K Hold
2,516
– – 0.11% 144
2019
Q3 		$200K Hold
2,516
– – 0.11% 145
2019
Q2 		$178K Buy
2,516
+29
+1% +$2.06K 0.1% 154
2019
Q1 		$166K Buy
2,487
+13
+0.5% +$846 0.1% 158
2018
Q4 		$155K Buy
2,474
+136
+6% +$9.17K 0.1% 151
2018
Q3 		$171K Hold
2,338
– – 0.11% 141
2018
Q2 		$160K Hold
2,338
– – 0.11% 146
2018
Q1 		$140K Hold
2,338
– – 0.1% 162
2017
Q4 		$142K Hold
2,338
– – 0.1% 162
2017
Q3 		$126K Hold
2,338
– – 0.1% 172
2017
Q2 		$118K Hold
2,338
– – 0.09% 178
2017
Q1 		$121K Hold
2,338
– – 0.1% 170
2016
Q4 		$129K Sell
2,338
-13
-0.6% -$675 0.12% 154
2016
Q3 		$115K Hold
2,351
– – 0.11% 167
2016
Q2 		$119K Hold
2,351
– – 0.11% 157
2016
Q1 		$110K Buy
+2,351
New +$101K 0.1% 169

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 $37.4B AUM 35.42% 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

Sutton Wealth Advisors's SYY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Sysco (SYY) stake by 0.12% in Q3 2023, buying an estimated $216 and bringing the position to 2,456 shares worth $162K. The position accounts for 0.08% of the portfolio, ranked #124.

Sutton Wealth Advisors first reported a position in SYY in Q1 2016 and has held it in 31 quarters since. The position peaked at $215K in Q4 2019. 1,358 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Sutton Wealth Advisors held 2,456 shares of Sysco worth $162K as of Q3 2023.
  • Sutton Wealth Advisors bought 3 Sysco shares in Q3 2023, an estimated $216.
  • Sysco made up 0.08% of Sutton Wealth Advisors's portfolio in Q3 2023, its #124 holding.
  • Sutton Wealth Advisors first reported a position in Sysco in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Sysco position peaked at $215K in Q4 2019.
  • 1,358 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.