Unique Wealth Strategies’s Sysco SYY Stock Holding History

Unique Wealth Strategies’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	-48	Closed	-$3.9K	–	613
2024 Q2	$3.9K	Buy	+48	New	+$3.59K	﹤0.01%	406

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

Unique Wealth Strategies's SYY Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Sysco (SYY) in Q3 2024, closing a stake of 48 shares — an estimated $3.9K sold.

Unique Wealth Strategies first reported a position in SYY in Q2 2024 and held it in 1 quarter. The position peaked at $3.9K in Q2 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

Unique Wealth Strategies reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 48 Sysco shares in Q3 2024, an estimated $3.9K.
Unique Wealth Strategies first reported a position in Sysco in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Sysco position peaked at $3.9K in Q2 2024.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.