Tyler-Stone Wealth Management’s Sysco SYY Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-454	Closed	-$32.4K	–	873
2024 Q2	$32.4K	Sell	454 -11	-2%	-$822	0.01%	438
2024 Q1	$37.8K	Hold	465	–	–	0.02%	413
2023 Q4	$34K	Sell	465 -30	-6%	-$2.07K	0.02%	420
2023 Q3	$33K	Hold	495	–	–	0.02%	402
2023 Q2	$37K	Buy	+495	New	+$36.6K	0.02%	379
2022 Q4	$33K	Hold	437	–	–	0.02%	371
2022 Q3	$31K	Sell	437 -100	-19%	-$8.33K	0.02%	364
2022 Q2	$45K	Hold	537	–	–	0.03%	333
2022 Q1	$44K	Hold	537	–	–	0.02%	353
2021 Q4	$42K	Buy	+537	New	+$41.3K	0.02%	382

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tyler-Stone Wealth Management's SYY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Sysco (SYY) in Q3 2024, closing a stake of 454 shares — an estimated $32.4K sold.

Tyler-Stone Wealth Management first reported a position in SYY in Q4 2021 and held it in 10 quarters. The position peaked at $45K in Q2 2022. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 454 Sysco shares in Q3 2024, an estimated $32.4K.
Tyler-Stone Wealth Management first reported a position in Sysco in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Sysco position peaked at $45K in Q2 2022.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.