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Tiemann Investment Advisors’s Sysco SYY Stock Holding History

Tiemann Investment Advisors’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
-2,645
Closed -$204K – 196
2023
Q1 		$204K Sell
2,645
-150
-5% -$11.5K 0.11% 184
2022
Q4 		$214K Buy
+2,795
New +$226K 0.13% 181
2022
Q3 		– Sell
-2,545
Closed -$216K – 201
2022
Q2 		$216K Hold
2,545
– – 0.12% 174
2022
Q1 		$208K Sell
2,545
-289
-10% -$23.4K 0.1% 197
2021
Q4 		$223K Buy
2,834
+147
+5% +$11.3K 0.09% 207
2021
Q3 		$211K Sell
2,687
-598
-18% -$45.6K 0.1% 198
2021
Q2 		$255K Buy
3,285
+42
+1% +$3.39K 0.12% 176
2021
Q1 		$255K Sell
3,243
-67
-2% -$5.2K 0.13% 174
2020
Q4 		$246K Buy
+3,310
New +$228K 0.13% 172
2020
Q1 		– Sell
-2,960
Closed -$253K – 178
2019
Q4 		$253K Sell
2,960
-253
-8% -$20.5K 0.17% 147
2019
Q3 		$255K Buy
3,213
+126
+4% +$9.25K 0.19% 144
2019
Q2 		$218K Buy
+3,087
New +$220K 0.16% 172
2018
Q4 		– Sell
-2,791
Closed -$204K – 173
2018
Q3 		$204K Buy
+2,791
New +$201K 0.16% 173

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

Tiemann Investment Advisors's SYY Position: Q2 2023 in Review

Tiemann Investment Advisors sold out of Sysco (SYY) in Q2 2023, closing a stake of 2,645 shares — an estimated $204K sold.

Tiemann Investment Advisors first reported a position in SYY in Q3 2018 and held it in 13 quarters. The position peaked at $255K in Q2 2021. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Tiemann Investment Advisors reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Tiemann Investment Advisors sold 2,645 Sysco shares in Q2 2023, an estimated $204K.
  • Tiemann Investment Advisors first reported a position in Sysco in Q3 2018 and held it in 13 quarters.
  • Tiemann Investment Advisors's Sysco position peaked at $255K in Q2 2021.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Tiemann Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.