SWS
SYY icon

SYSTM Wealth Solutions’s Sysco SYY Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-435
Closed -$31.1K – 565
2024
Q2 		$31.1K Sell
435
-8,621
-95% -$644K 0.01% 316
2024
Q1 		$735K Sell
9,056
-2,393
-21% -$189K 0.09% 241
2023
Q4 		$837K Buy
11,449
+96
+0.8% +$6.63K 0.12% 218
2023
Q3 		$750K Sell
11,353
-21,286
-65% -$1.53M 0.12% 223
2023
Q2 		$2.42M Buy
32,639
+998
+3% +$73.8K 0.33% 75
2023
Q1 		$2.44M Sell
31,641
-39,963
-56% -$3.07M 0.38% 68
2022
Q4 		$5.47M Buy
+71,604
New +$5.78M 0.68% 26

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SYSTM Wealth Solutions's SYY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Sysco (SYY) in Q3 2024, closing a stake of 435 shares — an estimated $31.1K sold.

SYSTM Wealth Solutions first reported a position in SYY in Q4 2022 and held it in 7 quarters. The position peaked at $5.47M in Q4 2022. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 435 Sysco shares in Q3 2024, an estimated $31.1K.
  • SYSTM Wealth Solutions first reported a position in Sysco in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Sysco position peaked at $5.47M in Q4 2022.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.