TFO Wealth Partners’s Sysco SYY Stock Holding History

TFO Wealth Partners’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	–	Sell	-2	Closed	-$148	–	1079
2023 Q3	$148	Buy	+2	New	+$144	﹤0.01%	911
2022 Q3	–	Sell	-75	Closed	-$6K	–	453
2022 Q2	$6K	Buy	+75	New	+$6.28K	﹤0.01%	200

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's SYY Position: Q4 2023 in Review

TFO Wealth Partners sold out of Sysco (SYY) in Q4 2023, closing a stake of 2 shares — an estimated $148 sold.

TFO Wealth Partners first reported a position in SYY in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 1,456 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

TFO Wealth Partners reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 2 Sysco shares in Q4 2023, an estimated $148.
TFO Wealth Partners first reported a position in Sysco in Q2 2022 and held it in 2 quarters.
TFO Wealth Partners's Sysco position peaked at $6K in Q2 2022.
1,456 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.