WJ Interests’s Sysco SYY Stock Holding History

WJ Interests’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	-6,561	Closed	-$433K	–	15
2023 Q3	$433K	Hold	6,561	–	–	0.3%	12
2023 Q2	$476K	Buy	+6,561	New	+$485K	0.31%	12
2023 Q1	–	Sell	-6,561	Closed	-$502K	–	55
2022 Q4	$502K	Buy	+6,561	New	+$530K	0.42%	12

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

WJ Interests's SYY Position: Q4 2023 in Review

WJ Interests sold out of Sysco (SYY) in Q4 2023, closing a stake of 6,561 shares — an estimated $433K sold.

WJ Interests first reported a position in SYY in Q4 2022 and held it in 3 quarters. The position peaked at $502K in Q4 2022. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

WJ Interests reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
WJ Interests sold 6,561 Sysco shares in Q4 2023, an estimated $433K.
WJ Interests first reported a position in Sysco in Q4 2022 and held it in 3 quarters.
WJ Interests's Sysco position peaked at $502K in Q4 2022.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on WJ Interests's 13F filing for Q4 2023, filed 17 Jan 2024.