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WP Advisors’s Sysco SYY Stock Holding History

WP 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
2023
Q2 		– Sell
-2,850
Closed -$220K – 103
2023
Q1 		$220K Buy
2,850
+18
+0.6% +$1.38K 0.09% 92
2022
Q4 		$216K Buy
+2,832
New +$229K 0.1% 98
2022
Q3 		– Sell
-2,800
Closed -$237K – 108
2022
Q2 		$237K Buy
2,800
+114
+4% +$9.55K 0.1% 101
2022
Q1 		$219K Sell
2,686
-181
-6% -$14.6K 0.09% 107
2021
Q4 		$225K Buy
2,867
+16
+0.6% +$1.23K 0.09% 103
2021
Q3 		$224K Buy
2,851
+18
+0.6% +$1.37K 0.09% 99
2021
Q2 		$220K Buy
2,833
+15
+0.5% +$1.21K 0.09% 98
2021
Q1 		$222K Sell
2,818
-1,576
-36% -$122K 0.1% 88
2020
Q4 		$326K Buy
4,394
+31
+0.7% +$2.13K 0.16% 72
2020
Q3 		$271K Buy
4,363
+84
+2% +$4.89K 0.16% 68
2020
Q2 		$234K Buy
+4,279
New +$225K 0.16% 65
2019
Q2 		– Sell
-585
Closed -$391 – 146
2019
Q1 		$391 Buy
+585
New +$38.1K 0.04% 132
2018
Q4 		– Sell
-579
Closed -$42K – 211
2018
Q3 		$42K Buy
579
+3
+0.5% +$216 0.04% 137
2018
Q2 		$39K Buy
+576
New +$36.8K 0.04% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WP Advisors's SYY Position: Q2 2023 in Review

WP Advisors sold out of Sysco (SYY) in Q2 2023, closing a stake of 2,850 shares — an estimated $220K sold.

WP Advisors first reported a position in SYY in Q2 2018 and held it in 14 quarters. The position peaked at $326K in Q4 2020. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • WP Advisors reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • WP Advisors sold 2,850 Sysco shares in Q2 2023, an estimated $220K.
  • WP Advisors first reported a position in Sysco in Q2 2018 and held it in 14 quarters.
  • WP Advisors's Sysco position peaked at $326K in Q4 2020.
  • 1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on WP Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.