AA
SYY icon

Alta Advisers’s Sysco SYY Stock Holding History

Alta Advisers’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
Q4 		– Sell
-1,400
Closed -$109K – 376
2024
Q3 		$109K Hold
1,400
– – 0.05% 274
2024
Q2 		$99.9K Hold
1,400
– – 0.05% 264
2024
Q1 		$114K Hold
1,400
– – 0.06% 247
2023
Q4 		$102K Hold
1,400
– – 0.05% 249
2023
Q3 		$92.5K Hold
1,400
– – 0.05% 253
2023
Q2 		$104K Hold
1,400
– – 0.06% 233
2023
Q1 		$108K Hold
1,400
– – 0.06% 213
2022
Q4 		$107K Hold
1,400
– – 0.06% 204
2022
Q3 		$99K Buy
+1,400
New +$117K 0.06% 200

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Alta Advisers's SYY Position: Q4 2024 in Review

Alta Advisers sold out of Sysco (SYY) in Q4 2024, closing a stake of 1,400 shares — an estimated $109K sold.

Alta Advisers first reported a position in SYY in Q3 2022 and held it in 9 quarters. The position peaked at $114K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Alta Advisers reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,400 Sysco shares in Q4 2024, an estimated $109K.
  • Alta Advisers first reported a position in Sysco in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Sysco position peaked at $114K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.