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Twelve Points Wealth Management’s Sysco SYY Stock Holding History

Twelve Points Wealth 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
-3,863
Closed -$287K – 175
2023
Q2 		$287K Sell
3,863
-530
-12% -$39.2K 0.15% 139
2023
Q1 		$339K Buy
4,393
+190
+5% +$14.6K 0.19% 135
2022
Q4 		$321K Hold
4,203
– – 0.22% 131
2022
Q3 		$297K Hold
4,203
– – 0.23% 133
2022
Q2 		$356K Sell
4,203
-30
-0.7% -$2.51K 0.27% 126
2022
Q1 		$346K Sell
4,233
-72
-2% -$5.82K 0.26% 128
2021
Q4 		$338K Buy
+4,305
New +$331K 0.27% 124

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

Twelve Points Wealth Management's SYY Position: Q3 2023 in Review

Twelve Points Wealth Management sold out of Sysco (SYY) in Q3 2023, closing a stake of 3,863 shares — an estimated $287K sold.

Twelve Points Wealth Management first reported a position in SYY in Q4 2021 and held it in 7 quarters. The position peaked at $356K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Twelve Points Wealth Management reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Twelve Points Wealth Management sold 3,863 Sysco shares in Q3 2023, an estimated $287K.
  • Twelve Points Wealth Management first reported a position in Sysco in Q4 2021 and held it in 7 quarters.
  • Twelve Points Wealth Management's Sysco position peaked at $356K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Twelve Points Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.