Syntax Advisors’s Sysco SYY Stock Holding History

Syntax 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	$697K	Buy	10,553 +442	+4%	+$31.8K	0.61%	9
2023 Q2	$750K	Sell	10,111 -325	-3%	-$24K	0.6%	6
2023 Q1	$806K	Buy	10,436 +1,069	+11%	+$82K	0.61%	5
2022 Q4	$716K	Sell	9,367 -398	-4%	-$32.2K	0.6%	9
2022 Q3	$690K	Buy	9,765 +412	+4%	+$34.3K	0.59%	9
2022 Q2	$792K	Sell	9,353 -50	-0.5%	-$4.19K	0.67%	5
2022 Q1	$768K	Sell	9,403 -1,845	-16%	-$149K	0.65%	5
2021 Q4	$884K	Buy	+11,248	New	+$866K	0.65%	4

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

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

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

Syntax Advisors's SYY Position: Q3 2023 in Review

Syntax Advisors increased its Sysco (SYY) stake by 4.4% in Q3 2023, buying an estimated $31.8K and bringing the position to 10,553 shares worth $697K. The position accounts for 0.61% of the portfolio, ranked #9.

Syntax Advisors first reported a position in SYY in Q4 2021 and has held it in 8 quarters since. The position peaked at $884K in Q4 2021. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Syntax Advisors held 10,553 shares of Sysco worth $697K as of Q3 2023.
Syntax Advisors bought 442 Sysco shares in Q3 2023, an estimated $31.8K.
Sysco made up 0.61% of Syntax Advisors's portfolio in Q3 2023, its #9 holding.
Syntax Advisors first reported a position in Sysco in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Sysco position peaked at $884K in Q4 2021.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.