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SYY icon

TCWP’s Sysco SYY Stock Holding History

TCWP’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
Q2 		– Sell
-4,700
Closed -$363K – 243
2023
Q1 		$363K Buy
4,700
+42
+0.9% +$3.22K 0.07% 159
2022
Q4 		$356K Sell
4,658
-3
-0.1% -$242 0.07% 180
2022
Q3 		$329K Sell
4,661
-34
-0.7% -$2.83K 0.07% 190
2022
Q2 		$397K Buy
4,695
+447
+11% +$37.4K 0.08% 161
2022
Q1 		$346K Buy
4,248
+5
+0.1% +$404 0.06% 200
2021
Q4 		$333K Buy
+4,243
New +$327K 0.07% 188

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 $34.1B AUM 20.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's SYY Position: Q2 2023 in Review

TCWP sold out of Sysco (SYY) in Q2 2023, closing a stake of 4,700 shares — an estimated $363K sold.

TCWP first reported a position in SYY in Q4 2021 and held it in 6 quarters. The position peaked at $397K in Q2 2022. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • TCWP reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 4,700 Sysco shares in Q2 2023, an estimated $363K.
  • TCWP first reported a position in Sysco in Q4 2021 and held it in 6 quarters.
  • TCWP's Sysco position peaked at $397K in Q2 2022.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.