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Wetzel Investment Advisors’s Sysco SYY Stock Holding History

Wetzel Investment 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
2024
Q2 		– Sell
-259
Closed -$19.6K – 992
2024
Q1 		$19.6K Sell
259
-6
-2% -$473 0.01% 380
2023
Q4 		$19K Buy
+265
New +$18.3K 0.01% 388

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wetzel Investment Advisors's SYY Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Sysco (SYY) in Q2 2024, closing a stake of 259 shares — an estimated $19.6K sold.

Wetzel Investment Advisors first reported a position in SYY in Q4 2023 and held it in 2 quarters. The position peaked at $19.6K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 259 Sysco shares in Q2 2024, an estimated $19.6K.
  • Wetzel Investment Advisors first reported a position in Sysco in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Sysco position peaked at $19.6K in Q1 2024.
  • 1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.