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Ziegler Capital Management’s Sysco SYY Stock Holding History

Ziegler Capital Management’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
Q1 		$1.8M Buy
22,158
+113
+0.5% +$8.9K 0.07% 223
2023
Q4 		$1.61M Sell
22,045
-2,722
-11% -$188K 0.07% 240
2023
Q3 		$1.64M Sell
24,767
-117,980
-83% -$8.48M 0.07% 234
2023
Q2 		$10.6M Sell
142,747
-5,577
-4% -$412K 0.4% 77
2023
Q1 		$11.5M Sell
148,324
-3,076
-2% -$236K 0.45% 65
2022
Q4 		$11.6M Sell
151,400
-3,136
-2% -$253K 0.49% 59
2022
Q3 		$10.9M Buy
154,536
+115,752
+298% +$9.64M 0.48% 59
2022
Q2 		$3.29M Buy
38,784
+22,409
+137% +$1.88M 0.14% 189
2022
Q1 		$1.34M Buy
16,375
+375
+2% +$30.3K 0.06% 256
2021
Q4 		$1.26M Buy
16,000
+6,200
+63% +$477K 0.05% 295
2021
Q3 		$769K Buy
9,800
+515
+6% +$39.3K 0.03% 355
2021
Q2 		$722K Hold
9,285
– – 0.02% 363
2021
Q1 		$731K Sell
9,285
-325
-3% -$25.2K 0.02% 363
2020
Q4 		$714K Sell
9,610
-69,550
-88% -$4.78M 0.02% 360
2020
Q3 		$4.92M Sell
79,160
-1,915
-2% -$111K 0.19% 187
2020
Q2 		$4.43M Buy
81,075
+68,071
+523% +$3.58M 0.14% 203
2020
Q1 		$594K Buy
+13,004
New +$900K 0.02% 429

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ziegler Capital Management's SYY Position: Q1 2024 in Review

Ziegler Capital Management increased its Sysco (SYY) stake by 0.51% in Q1 2024, buying an estimated $8.9K and bringing the position to 22,158 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #223.

Ziegler Capital Management first reported a position in SYY in Q1 2020 and has held it in 17 quarters since. The position peaked at $11.6M in Q4 2022. 1,476 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Ziegler Capital Management held 22,158 shares of Sysco worth $1.8M as of Q1 2024.
  • Ziegler Capital Management bought 113 Sysco shares in Q1 2024, an estimated $8.9K.
  • Sysco made up 0.07% of Ziegler Capital Management's portfolio in Q1 2024, its #223 holding.
  • Ziegler Capital Management first reported a position in Sysco in Q1 2020 and has held it in 17 quarters since.
  • Ziegler Capital Management's Sysco position peaked at $11.6M in Q4 2022.
  • 1,476 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.