XML Financial’s Sysco SYY Stock Holding History

XML 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
2023 Q3	–	Sell	-5,215	Closed	-$387K	–	341
2023 Q2	$387K	Buy	5,215 +267	+5%	+$19.7K	0.04%	245
2023 Q1	$382K	Sell	4,948 -349	-7%	-$26.8K	0.05%	240
2022 Q4	$405K	Buy	5,297 +1	+0%	+$81	0.05%	222
2022 Q3	$375K	Buy	+5,296	New	+$441K	0.05%	223
2022 Q2	–	Sell	-5,104	Closed	-$417K	–	324
2022 Q1	$417K	Buy	5,104 +85	+2%	+$6.87K	0.05%	228
2021 Q4	$394K	Sell	5,019 -34	-0.7%	-$2.62K	0.05%	233
2021 Q3	$397K	Buy	+5,053	New	+$385K	0.05%	222

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

XML Financial's SYY Position: Q3 2023 in Review

XML Financial sold out of Sysco (SYY) in Q3 2023, closing a stake of 5,215 shares — an estimated $387K sold.

XML Financial first reported a position in SYY in Q3 2021 and held it in 7 quarters. The position peaked at $417K in Q1 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

XML Financial reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
XML Financial sold 5,215 Sysco shares in Q3 2023, an estimated $387K.
XML Financial first reported a position in Sysco in Q3 2021 and held it in 7 quarters.
XML Financial's Sysco position peaked at $417K in Q1 2022.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.