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WealthPLAN Partners’s Sysco SYY Stock Holding History

WealthPLAN Partners’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
-3,381
Closed -$223K – 343
2023
Q3 		$223K Sell
3,381
-39,924
-92% -$2.87M 0.03% 289
2023
Q2 		$3.21M Sell
43,305
-53,491
-55% -$3.96M 0.45% 58
2023
Q1 		$7.48M Sell
96,796
-112,653
-54% -$8.65M 0.85% 37
2022
Q4 		$16.3M Buy
+209,449
New +$16.9M 1.14% 25
2022
Q1 		$14.9M Buy
174,211
+16,061
+10% +$1.3M 1.03% 28
2021
Q4 		$12.4M Buy
158,150
+10,046
+7% +$773K 0.81% 46
2021
Q3 		$10.8M Buy
148,104
+7,650
+5% +$583K 0.72% 50
2021
Q2 		$11M Buy
140,454
+15,470
+12% +$1.25M 0.77% 49
2021
Q1 		$10.4M Buy
124,984
+7,896
+7% +$612K 0.81% 45
2020
Q4 		$8.96M Buy
117,088
+15,764
+16% +$1.08M 0.76% 43
2020
Q3 		$6.89M Buy
101,324
+13,871
+16% +$807K 0.67% 54
2020
Q2 		$5.13M Sell
87,453
-1,767
-2% -$92.9K 0.53% 60
2020
Q1 		$4.28M Buy
+89,220
New +$6.17M 0.56% 56
2018
Q3 		– Sell
-30,901
Closed -$2.11M – 287
2018
Q2 		$2.11M Buy
30,901
+4,883
+19% +$312K 0.43% 68
2018
Q1 		$1.56M Buy
26,018
+10,039
+63% +$608K 0.34% 79
2017
Q4 		$970K Buy
15,979
+2,358
+17% +$134K 0.26% 92
2017
Q3 		$735K Buy
13,621
+1,623
+14% +$84.4K 0.21% 90
2017
Q2 		$604K Buy
11,998
+11,276
+1,562% +$602K 0.17% 94
2017
Q1 		$37.2K Buy
+722
New +$38.3K 0.13% 136
2016
Q3 		$407K Sell
8,467
-186
-2% -$9.55K 0.13% 96
2016
Q2 		$222K Buy
+8,653
New +$419K 0.03% 349
2015
Q4 		$131K Buy
+9,552
New +$392K 0.02% 344

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's SYY Position: Q4 2023 in Review

WealthPLAN Partners sold out of Sysco (SYY) in Q4 2023, closing a stake of 3,381 shares — an estimated $223K sold.

WealthPLAN Partners first reported a position in SYY in Q4 2015 and held it in 22 quarters. The position peaked at $16.3M in Q4 2022. 1,456 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • WealthPLAN Partners reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,381 Sysco shares in Q4 2023, an estimated $223K.
  • WealthPLAN Partners first reported a position in Sysco in Q4 2015 and held it in 22 quarters.
  • WealthPLAN Partners's Sysco position peaked at $16.3M in Q4 2022.
  • 1,456 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.