Willow Creek Wealth Management’s Sysco SYY Stock Holding History

Willow Creek Wealth Management’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	–	Sell	-5,264	Closed	-$391K	–	142
2023 Q2	$391K	Buy	+5,264	New	+$389K	0.06%	94
2022 Q4	–	Sell	-5,255	Closed	-$372K	–	135
2022 Q3	$372K	Hold	5,255	–	–	0.07%	79
2022 Q2	$445K	Buy	+5,255	New	+$440K	0.08%	70
2020 Q3	–	Sell	-6,290	Closed	-$344K	–	88
2020 Q2	$344K	Sell	6,290 -116	-2%	-$6.1K	0.15%	40
2020 Q1	$292K	Hold	6,406	–	–	0.15%	42
2019 Q4	$548K	Hold	6,406	–	–	0.25%	34
2019 Q3	$509K	Buy	6,406 +116	+2%	+$8.52K	0.24%	35
2019 Q2	$445K	Sell	6,290 -1,977	-24%	-$141K	0.21%	39
2019 Q1	$552K	Buy	+8,267	New	+$538K	0.28%	35

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 $34.1B AUM 20.22% 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

Willow Creek Wealth Management's SYY Position: Q3 2023 in Review

Willow Creek Wealth Management sold out of Sysco (SYY) in Q3 2023, closing a stake of 5,264 shares — an estimated $391K sold.

Willow Creek Wealth Management first reported a position in SYY in Q1 2019 and held it in 9 quarters. The position peaked at $552K in Q1 2019. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

Willow Creek Wealth Management reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
Willow Creek Wealth Management sold 5,264 Sysco shares in Q3 2023, an estimated $391K.
Willow Creek Wealth Management first reported a position in Sysco in Q1 2019 and held it in 9 quarters.
Willow Creek Wealth Management's Sysco position peaked at $552K in Q1 2019.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Willow Creek Wealth Management's 13F filing for Q3 2023, filed 20 Nov 2023.