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Tilia Fiduciary Partners’s Sysco SYY Stock Holding History

Tilia Fiduciary 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
Q3 		– Sell
-1,980
Closed -$147K – 442
2023
Q2 		$147K Hold
1,980
– – 0.13% 108
2023
Q1 		$153K Hold
1,980
– – 0.15% 105
2022
Q4 		$151K Sell
1,980
-4
-0.2% -$323 0.15% 111
2022
Q3 		$146K Hold
1,984
– – 0.15% 108
2022
Q2 		$171K Hold
1,984
– – 0.16% 100
2022
Q1 		$162K Hold
1,984
– – 0.14% 115
2021
Q4 		$156K Buy
+1,984
New +$153K 0.13% 120

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 $37.4B AUM 35.42% 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

Tilia Fiduciary Partners's SYY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Sysco (SYY) in Q3 2023, closing a stake of 1,980 shares — an estimated $147K sold.

Tilia Fiduciary Partners first reported a position in SYY in Q4 2021 and held it in 7 quarters. The position peaked at $171K in Q2 2022. 1,358 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,980 Sysco shares in Q3 2023, an estimated $147K.
  • Tilia Fiduciary Partners first reported a position in Sysco in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Sysco position peaked at $171K in Q2 2022.
  • 1,358 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.