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WealthSource Partners’s Sysco SYY Stock Holding History

WealthSource 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 		$454K Buy
6,202
+74
+1% +$5.11K 0.03% 348
2023
Q3 		$405K Buy
6,128
+82
+1% +$5.89K 0.03% 353
2023
Q2 		$449K Sell
6,046
-69
-1% -$5.1K 0.03% 344
2023
Q1 		$472K Buy
6,115
+47
+0.8% +$3.61K 0.03% 313
2022
Q4 		$464K Buy
6,068
+593
+11% +$47.9K 0.03% 318
2022
Q3 		$387K Buy
+5,475
New +$456K 0.03% 343

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

WealthSource Partners's SYY Position: Q4 2023 in Review

WealthSource Partners increased its Sysco (SYY) stake by 1.2% in Q4 2023, buying an estimated $5.11K and bringing the position to 6,202 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #348.

WealthSource Partners first reported a position in SYY in Q3 2022 and has held it in 6 quarters since. The position peaked at $472K in Q1 2023. 1,456 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • WealthSource Partners held 6,202 shares of Sysco worth $454K as of Q4 2023.
  • WealthSource Partners bought 74 Sysco shares in Q4 2023, an estimated $5.11K.
  • Sysco made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #348 holding.
  • WealthSource Partners first reported a position in Sysco in Q3 2022 and has held it in 6 quarters since.
  • WealthSource Partners's Sysco position peaked at $472K in Q1 2023.
  • 1,456 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.