VisionPoint Advisory Group’s Sysco SYY Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-5	Closed	-$330	–	877
2023 Q3	$330	Buy	+5	New	+$359	﹤0.01%	644

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

VisionPoint Advisory Group's SYY Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Sysco (SYY) in Q4 2023, closing a stake of 5 shares — an estimated $330 sold.

VisionPoint Advisory Group first reported a position in SYY in Q3 2023 and held it in 1 quarter. The position peaked at $330 in Q3 2023. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

VisionPoint Advisory Group reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 5 Sysco shares in Q4 2023, an estimated $330.
VisionPoint Advisory Group first reported a position in Sysco in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Sysco position peaked at $330 in Q3 2023.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.