Wealth Management Solutions’s Sysco SYY Stock Holding History

Wealth Management Solutions’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	$651K	Buy	9,852 +35	+0.4%	+$2.52K	0.45%	25
2023 Q2	$728K	Buy	9,817 +415	+4%	+$30.7K	0.48%	22
2023 Q1	$726K	Sell	9,402 -289	-3%	-$22.2K	0.42%	28
2022 Q4	$741K	Sell	9,691 -968	-9%	-$78.2K	0.39%	33
2022 Q3	$754K	Sell	10,659 -481	-4%	-$40.1K	0.44%	27
2022 Q2	$944K	Sell	11,140 -1,503	-12%	-$126K	0.53%	25
2022 Q1	$1.03M	Sell	12,643 -1,158	-8%	-$93.6K	0.54%	32
2021 Q4	$1.08M	Buy	+13,801	New	+$1.06M	0.56%	31

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

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

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

Wealth Management Solutions's SYY Position: Q3 2023 in Review

Wealth Management Solutions increased its Sysco (SYY) stake by 0.36% in Q3 2023, buying an estimated $2.52K and bringing the position to 9,852 shares worth $651K. The position accounts for 0.45% of the portfolio, ranked #25.

Wealth Management Solutions first reported a position in SYY in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2021. 1,358 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Wealth Management Solutions held 9,852 shares of Sysco worth $651K as of Q3 2023.
Wealth Management Solutions bought 35 Sysco shares in Q3 2023, an estimated $2.52K.
Sysco made up 0.45% of Wealth Management Solutions's portfolio in Q3 2023, its #25 holding.
Wealth Management Solutions first reported a position in Sysco in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Sysco position peaked at $1.08M in Q4 2021.
1,358 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.