Aptus Capital Advisors’s Sysco SYY Stock Holding History

Aptus Capital Advisors’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
2026 Q1	$1.53M	Sell	21,469 -2,714	-11%	-$224K	0.01%	514
2025 Q4	$1.78M	Sell	24,183 -887	-4%	-$67.5K	0.02%	469
2025 Q3	$2.06M	Buy	25,070 +3,123	+14%	+$250K	0.02%	432
2025 Q2	$1.66M	Buy	21,947 +4,740	+28%	+$344K	0.02%	452
2025 Q1	$1.29M	Buy	17,207 +3,429	+25%	+$251K	0.01%	459
2024 Q4	$1.05M	Buy	13,778 +8,972	+187%	+$687K	0.01%	492
2024 Q3	$375K	Buy	4,806 +190	+4%	+$14.3K	0.01%	611
2024 Q2	$330K	Buy	4,616 +185	+4%	+$13.8K	0.01%	594
2024 Q1	$360K	Buy	4,431 +1,157	+35%	+$91.2K	0.01%	583
2023 Q4	$239K	Sell	3,274 -5	-0.2%	-$345	0.01%	506
2023 Q3	$217K	Buy	+3,279	New	+$236K	0.01%	546
2023 Q1	–	Sell	-2,950	Closed	-$226K	–	890
2022 Q4	$226K	Buy	2,950 +8	+0.3%	+$646	0.01%	457
2022 Q3	$208K	Buy	2,942 +552	+23%	+$46K	0.01%	434
2022 Q2	$202K	Sell	2,390 -258	-10%	-$21.6K	0.01%	372
2022 Q1	$217K	Buy	+2,648	New	+$214K	0.01%	410

Other funds holding SYY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return