WoodTrust Financial’s Sysco SYY Stock Holding History

WoodTrust Financial’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 Q3	–	Sell	-3,493	Closed	-$249K	–	192
2024 Q2	$249K	Sell	3,493 -7	-0.2%	-$523	0.04%	152
2024 Q1	$284	Buy	3,500 +1	+0%	+$79	0.05%	147
2023 Q4	$256K	Buy	3,499 +6	+0.2%	+$414	0.04%	144
2023 Q3	$231K	Hold	3,493	–	–	0.04%	139
2023 Q2	$259K	Hold	3,493	–	–	0.05%	134
2023 Q1	$270K	Hold	3,493	–	–	0.05%	127
2022 Q4	$267K	Buy	3,493 +60	+2%	+$4.85K	0.06%	130
2022 Q3	$243K	Sell	3,433 -334	-9%	-$27.8K	0.05%	131
2022 Q2	$319K	Sell	3,767 -600	-14%	-$50.3K	0.07%	119
2022 Q1	$357K	Hold	4,367	–	–	0.07%	115
2021 Q4	$343K	Hold	4,367	–	–	0.07%	106
2021 Q3	$343K	Sell	4,367 -114	-3%	-$8.7K	0.08%	102
2021 Q2	$348K	Buy	4,481 +114	+3%	+$9.21K	0.09%	89
2021 Q1	$344K	Hold	4,367	–	–	0.1%	65
2020 Q4	$324K	Hold	4,367	–	–	0.1%	68
2020 Q3	$272K	Hold	4,367	–	–	0.1%	77
2020 Q2	$239K	Buy	+4,367	New	+$230K	0.1%	74
2020 Q1	–	Sell	-4,387	Closed	-$375K	–	77
2019 Q4	$375K	Sell	4,387 -280	-6%	-$22.7K	0.15%	59
2019 Q3	$371K	Hold	4,667	–	–	0.16%	55
2019 Q2	$330K	Hold	4,667	–	–	0.15%	61
2019 Q1	$312K	Hold	4,667	–	–	0.15%	60
2018 Q4	$292K	Hold	4,667	–	–	0.16%	64
2018 Q3	$342K	Hold	4,667	–	–	0.17%	63
2018 Q2	$319K	Hold	4,667	–	–	0.17%	63
2018 Q1	$280K	Hold	4,667	–	–	0.15%	64
2017 Q4	$283K	Buy	+4,667	New	+$264K	0.15%	63

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WoodTrust Financial's SYY Position: Q3 2024 in Review

WoodTrust Financial sold out of Sysco (SYY) in Q3 2024, closing a stake of 3,493 shares — an estimated $249K sold.

WoodTrust Financial first reported a position in SYY in Q4 2017 and held it in 26 quarters. The position peaked at $375K in Q4 2019. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

WoodTrust Financial reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
WoodTrust Financial sold 3,493 Sysco shares in Q3 2024, an estimated $249K.
WoodTrust Financial first reported a position in Sysco in Q4 2017 and held it in 26 quarters.
WoodTrust Financial's Sysco position peaked at $375K in Q4 2019.
1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on WoodTrust Financial's 13F filing for Q3 2024, filed 31 Oct 2024.