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V Wealth Advisors’s Sysco SYY Stock Holding History

V Wealth 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
Q3 		– Sell
-3,951
Closed -$293K – 334
2023
Q2 		$293K Sell
3,951
-83
-2% -$6.14K 0.05% 289
2023
Q1 		$312K Buy
+4,034
New +$310K 0.06% 284
2021
Q4 		– Sell
-2,205
Closed -$173K – 553
2021
Q3 		$173K Buy
+2,205
New +$168K 0.03% 458
2020
Q1 		– Sell
-6,024
Closed -$479K – 376
2019
Q4 		$479K Hold
6,024
– – 0.17% 140
2019
Q3 		$479K Buy
6,024
+2,479
+70% +$182K 0.17% 140
2019
Q2 		$252K Buy
+3,545
New +$252K 0.1% 220
2017
Q3 		– Sell
-1,038
Closed -$52K – 640
2017
Q2 		$52K Buy
+1,038
New +$55.4K 0.02% 311

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

V Wealth Advisors's SYY Position: Q3 2023 in Review

V Wealth Advisors sold out of Sysco (SYY) in Q3 2023, closing a stake of 3,951 shares — an estimated $293K sold.

V Wealth Advisors first reported a position in SYY in Q2 2017 and held it in 7 quarters. The position peaked at $479K in Q4 2019. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • V Wealth Advisors reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,951 Sysco shares in Q3 2023, an estimated $293K.
  • V Wealth Advisors first reported a position in Sysco in Q2 2017 and held it in 7 quarters.
  • V Wealth Advisors's Sysco position peaked at $479K in Q4 2019.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.