SAI
SYY icon

Systematic Alpha Investments’s Sysco SYY Stock Holding History

Systematic Alpha Investments’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
Q4 		– Sell
-680
Closed -$44.9K – 298
2023
Q3 		$44.9K Hold
680
– – ﹤0.01% 276
2023
Q2 		$50.5K Hold
680
– – ﹤0.01% 243
2023
Q1 		$52.5K Buy
+680
New +$52.2K ﹤0.01% 270
2021
Q4 		– Sell
-680
Closed -$52K – 444
2021
Q3 		$52K Hold
680
– – ﹤0.01% 311
2021
Q2 		$53K Hold
680
– – ﹤0.01% 229
2021
Q1 		$54K Hold
680
– – ﹤0.01% 159
2020
Q4 		$50K Buy
+680
New +$46.8K 0.01% 119

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Systematic Alpha Investments's SYY Position: Q4 2023 in Review

Systematic Alpha Investments sold out of Sysco (SYY) in Q4 2023, closing a stake of 680 shares — an estimated $44.9K sold.

Systematic Alpha Investments first reported a position in SYY in Q4 2020 and held it in 7 quarters. The position peaked at $54K in Q1 2021. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Systematic Alpha Investments reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Systematic Alpha Investments sold 680 Sysco shares in Q4 2023, an estimated $44.9K.
  • Systematic Alpha Investments first reported a position in Sysco in Q4 2020 and held it in 7 quarters.
  • Systematic Alpha Investments's Sysco position peaked at $54K in Q1 2021.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Systematic Alpha Investments's 13F filing for Q4 2023, filed 13 Feb 2024.