Atria Wealth Solutions’s Sysco SYY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.31M	Sell	30,445 -38,559	-56%	-$2.8M	0.05%	381
2025 Q1	$5.18M	Buy	69,004 +423	+0.6%	+$31K	0.06%	327
2024 Q4	$5.24M	Buy	68,581 +9,913	+17%	+$759K	0.06%	342
2024 Q3	$4.58M	Buy	58,668 +2,944	+5%	+$221K	0.05%	372
2024 Q2	$3.98M	Sell	55,724 -374	-0.7%	-$27.9K	0.04%	395
2024 Q1	$4.55M	Buy	56,098 +3,538	+7%	+$279K	0.05%	362
2023 Q4	$3.84M	Buy	52,560 +7,156	+16%	+$494K	0.05%	378
2023 Q3	$3M	Buy	45,404 +8,105	+22%	+$582K	0.04%	431
2023 Q2	$2.77M	Buy	37,299 +3,568	+11%	+$264K	0.04%	465
2023 Q1	$2.6M	Sell	33,731 -1,134	-3%	-$87K	0.04%	451
2022 Q4	$2.67M	Buy	34,865 +8,928	+34%	+$721K	0.04%	418
2022 Q3	$1.83M	Buy	25,937 +18,081	+230%	+$1.51M	0.03%	517
2022 Q2	$666K	Sell	7,856 -10,499	-57%	-$879K	0.01%	853
2022 Q1	$1.5M	Buy	+18,355	New	+$1.48M	0.03%	572

Other funds holding SYY

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

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

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

Capital Research Global Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Harris Associates

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM