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TD Ameritrade Investment Management’s Sysco SYY Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-64
Closed -$5K – 432
2023
Q2 		$5K Hold
64
– – ﹤0.01% 410
2023
Q1 		$5K Sell
64
-44
-41% -$3.38K ﹤0.01% 427
2022
Q4 		$8K Buy
108
+56
+108% +$4.52K ﹤0.01% 411
2022
Q3 		$4K Buy
+52
New +$4.33K ﹤0.01% 450
2021
Q4 		– Sell
-114
Closed -$7K – 712
2021
Q3 		$7K Sell
114
-132
-54% -$10.1K ﹤0.01% 493
2021
Q2 		$19K Buy
246
+132
+116% +$10.7K ﹤0.01% 401
2021
Q1 		$8K Hold
114
– – ﹤0.01% 497
2020
Q4 		$8K Hold
114
– – ﹤0.01% 497
2020
Q3 		$7K Sell
114
-1,069
-90% -$62.2K ﹤0.01% 493
2020
Q2 		$65K Buy
1,183
+635
+116% +$33.4K ﹤0.01% 285
2020
Q1 		$25K Buy
548
+249
+83% +$17.2K ﹤0.01% 346
2019
Q4 		$26K Sell
299
-4
-1% -$324 ﹤0.01% 370
2019
Q3 		$24K Sell
303
-28
-8% -$2.06K ﹤0.01% 365
2019
Q2 		$23K Buy
331
+194
+142% +$13.8K ﹤0.01% 320
2019
Q1 		$9K Sell
137
-192
-58% -$12.5K ﹤0.01% 369
2018
Q4 		$21K Buy
329
+212
+181% +$14.3K ﹤0.01% 299
2018
Q3 		$9K Buy
117
+108
+1,200% +$7.78K ﹤0.01% 346
2018
Q2 		$1K Buy
+9
New +$575 ﹤0.01% 446

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

TD Ameritrade Investment Management's SYY Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Sysco (SYY) in Q3 2023, closing a stake of 64 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in SYY in Q2 2018 and held it in 18 quarters. The position peaked at $65K in Q2 2020. 1,358 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 64 Sysco shares in Q3 2023, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Sysco in Q2 2018 and held it in 18 quarters.
  • TD Ameritrade Investment Management's Sysco position peaked at $65K in Q2 2020.
  • 1,358 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.