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Taylor Hoffman Wealth Management’s Sysco SYY Stock Holding History

Taylor Hoffman Wealth Management’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
Q2 		$496K Hold
7,094
– – 0.2% 72
2024
Q1 		$576K Sell
7,094
-361
-5% -$28.4K 0.24% 68
2023
Q4 		$545K Sell
7,455
-65
-0.9% -$4.49K 0.25% 68
2023
Q3 		$497K Sell
7,520
-215
-3% -$15.4K 0.26% 69
2023
Q2 		$574K Buy
7,735
+175
+2% +$12.9K 0.29% 66
2023
Q1 		$584K Buy
7,560
+97
+1% +$7.44K 0.32% 63
2022
Q4 		$571K Sell
7,463
-2,052
-22% -$166K 0.35% 63
2022
Q3 		$673K Hold
9,515
– – 0.35% 73
2022
Q2 		$821K Sell
9,515
-247
-3% -$20.7K 0.4% 74
2022
Q1 		$797K Sell
9,762
-750
-7% -$60.6K 0.32% 80
2021
Q4 		$826K Sell
10,512
-113
-1% -$8.7K 0.31% 78
2021
Q3 		$859K Sell
10,625
-544
-5% -$41.5K 0.37% 76
2021
Q2 		$868K Sell
11,169
-241
-2% -$19.5K 0.37% 75
2021
Q1 		$898K Hold
11,410
– – 0.41% 71
2020
Q4 		$847K Sell
11,410
-107
-0.9% -$7.36K 0.43% 70
2020
Q3 		$717K Sell
11,517
-3,027
-21% -$176K 0.42% 71
2020
Q2 		$795K Buy
14,544
+2,000
+16% +$105K 0.5% 71
2020
Q1 		$572K Sell
12,544
-2,628
-17% -$182K 0.55% 66
2019
Q4 		$1.3M Sell
15,172
-133
-0.9% -$10.8K 0.84% 40
2019
Q3 		$1.22M Buy
15,305
+972
+7% +$71.4K 0.86% 39
2019
Q2 		$1.01M Sell
14,333
-1,182
-8% -$84.1K 0.82% 43
2019
Q1 		$1.04M Sell
15,515
-188
-1% -$12.2K 0.77% 40
2018
Q4 		$984K Buy
15,703
+1,362
+9% +$91.8K 0.88% 37
2018
Q3 		$1.05M Hold
14,341
– – 0.83% 38
2018
Q2 		$979K Buy
14,341
+37
+0.3% +$2.36K 0.85% 36
2018
Q1 		$858K Buy
14,304
+886
+7% +$53.6K 0.78% 41
2017
Q4 		$815K Buy
+13,418
New +$760K 0.78% 37

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Taylor Hoffman Wealth Management's SYY Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Sysco (SYY) position steady in Q2 2024 at 7,094 shares worth $496K. The position accounts for 0.2% of the portfolio, ranked #72.

Taylor Hoffman Wealth Management first reported a position in SYY in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.3M in Q4 2019. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Taylor Hoffman Wealth Management held 7,094 shares of Sysco worth $496K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its Sysco share count unchanged in Q2 2024.
  • Sysco made up 0.2% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #72 holding.
  • Taylor Hoffman Wealth Management first reported a position in Sysco in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Sysco position peaked at $1.3M in Q4 2019.
  • 1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.