Telemus Capital’s Sysco SYY Stock Holding History

Telemus Capital’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	$703K	Sell	9,616 -3,812	-28%	-$263K	0.06%	195
2023 Q3	$887K	Sell	13,428 -567	-4%	-$40.7K	0.08%	170
2023 Q2	$1.04M	Sell	13,995 -2,232	-14%	-$165K	0.09%	162
2023 Q1	$1.25M	Buy	16,227 +1,170	+8%	+$89.8K	0.11%	149
2022 Q4	$1.19M	Buy	+15,057	New	+$1.22M	0.11%	157
2018 Q1	–	Sell	-425	Closed	-$26K	–	542
2017 Q4	$26K	Buy	+425	New	+$24.1K	﹤0.01%	451

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Telemus Capital's SYY Position: Q4 2023 in Review

Telemus Capital reduced its Sysco (SYY) stake by 28% in Q4 2023, selling an estimated $263K and leaving 9,616 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #195.

Telemus Capital first reported a position in SYY in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Telemus Capital held 9,616 shares of Sysco worth $703K as of Q4 2023.
Telemus Capital sold 3,812 Sysco shares in Q4 2023, an estimated $263K.
Sysco made up 0.06% of Telemus Capital's portfolio in Q4 2023, its #195 holding.
Telemus Capital first reported a position in Sysco in Q4 2017 and has held it in 6 quarters since.
Telemus Capital's Sysco position peaked at $1.25M in Q1 2023.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.