Zega Financial’s Sysco SYY Stock Holding History

Zega 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 Q2	–	Sell	-3,025	Closed	-$246K	–	133
2024 Q1	$246K	Buy	+3,025	New	+$238K	0.08%	87

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Zega Financial's SYY Position: Q2 2024 in Review

Zega Financial sold out of Sysco (SYY) in Q2 2024, closing a stake of 3,025 shares — an estimated $246K sold.

Zega Financial first reported a position in SYY in Q1 2024 and held it in 1 quarter. The position peaked at $246K in Q1 2024. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

Zega Financial reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
Zega Financial sold 3,025 Sysco shares in Q2 2024, an estimated $246K.
Zega Financial first reported a position in Sysco in Q1 2024 and held it in 1 quarter.
Zega Financial's Sysco position peaked at $246K in Q1 2024.
1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.