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Wunderlich Capital Managemnt’s Sysco SYY Stock Holding History

Wunderlich Capital Managemnt’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 		$71.4K Buy
+1,000
New +$74.7K 0.03% 84
2022
Q2 		– Sell
-16,736
Closed -$1.37M – 95
2022
Q1 		$1.37M Sell
16,736
-342
-2% -$27.6K 0.64% 64
2021
Q4 		$1.34M Buy
17,078
+14,974
+712% +$1.15M 0.6% 65
2021
Q3 		$165K Buy
+2,104
New +$160K 0.08% 88
2020
Q1 		– Sell
-23,255
Closed -$1.99M – 86
2019
Q4 		$1.99M Sell
23,255
-318
-1% -$25.8K 1.25% 39
2019
Q3 		$1.87M Sell
23,573
-86
-0.4% -$6.31K 1.29% 41
2019
Q2 		$1.67M Buy
23,659
+493
+2% +$35.1K 1.11% 46
2019
Q1 		$1.55M Buy
23,166
+188
+0.8% +$12.2K 1.08% 49
2018
Q4 		$1.44M Sell
22,978
-156
-0.7% -$10.5K 1.11% 42
2018
Q3 		$1.7M Sell
23,134
-1,106
-5% -$79.7K 1.2% 41
2018
Q2 		$1.66M Buy
24,240
+88
+0.4% +$5.62K 1.15% 44
2018
Q1 		$1.45M Buy
24,152
+17,605
+269% +$1.07M 0.99% 53
2017
Q4 		$398K Buy
+6,547
New +$371K 0.28% 82
2017
Q1 		– Sell
-26,879
Closed -$1.49M – 99
2016
Q4 		$1.49M Buy
26,879
+209
+0.8% +$10.9K 1.21% 36
2016
Q3 		$1.31M Sell
26,670
-502
-2% -$25.8K 1.04% 56
2016
Q2 		$1.38M Sell
27,172
-939
-3% -$45.4K 1.17% 41
2016
Q1 		$1.31M Sell
28,111
-1,020
-4% -$44K 1.13% 50
2015
Q4 		$1.19M Sell
29,131
-249
-0.8% -$10.2K 1.03% 55
2015
Q3 		$1.15M Buy
29,380
+14
+0% +$534 1.06% 49
2015
Q2 		$1.06M Sell
29,366
-287
-1% -$10.7K 1.03% 54
2015
Q1 		$1.11M Sell
29,653
-121
-0.4% -$4.77K 1% 54
2014
Q4 		$1.18M Buy
29,774
+321
+1% +$12.4K 1% 57
2014
Q3 		$1.11M Buy
29,453
+212
+0.7% +$7.91K 1% 65
2014
Q2 		$1.1M Sell
29,241
-22
-0.1% -$808 1.01% 66
2014
Q1 		$1.06M Buy
29,263
+177
+0.6% +$6.36K 1% 67
2013
Q4 		$1.05M Buy
+29,086
New +$983K 1.01% 56

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 $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wunderlich Capital Managemnt's SYY Position: Q2 2024 in Review

Wunderlich Capital Managemnt opened a new position in Sysco (SYY) in Q2 2024: 1,000 shares worth $71.4K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings. This is a return to the name: Wunderlich Capital Managemnt previously reported a position in SYY as recently as Q1 2022.

Wunderlich Capital Managemnt first reported a position in SYY in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.99M in Q4 2019. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • Wunderlich Capital Managemnt held 1,000 shares of Sysco worth $71.4K as of Q2 2024.
  • Sysco was a new Wunderlich Capital Managemnt position in Q2 2024.
  • Sysco made up 0.03% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #84 holding.
  • Wunderlich Capital Managemnt first reported a position in Sysco in Q4 2013 and has held it in 26 quarters since.
  • Wunderlich Capital Managemnt's Sysco position peaked at $1.99M in Q4 2019.
  • 1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.