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Atticus Wealth Management’s Sysco SYY Stock Holding History

Atticus Wealth 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
2025
Q3 		– Sell
-470
Closed -$35.6K – 583
2025
Q2 		$35.6K Sell
470
-20
-4% -$1.45K 0.01% 353
2025
Q1 		$36.8K Hold
490
– – 0.01% 258
2024
Q4 		$37.5K Hold
490
– – 0.01% 272
2024
Q3 		$38.3K Sell
490
-510
-51% -$38.3K 0.01% 265
2024
Q2 		$71.4K Hold
1,000
– – 0.02% 198
2024
Q1 		$81.2K Buy
1,000
+150
+18% +$11.8K 0.03% 191
2023
Q4 		$62.2K Hold
850
– – 0.02% 223
2023
Q3 		$56.1K Hold
850
– – 0.02% 232
2023
Q2 		$63.1K Buy
850
+350
+70% +$25.9K 0.02% 235
2023
Q1 		$38.6K Sell
500
-2,000
-80% -$153K 0.01% 273
2022
Q4 		$191K Hold
2,500
– – 0.08% 127
2022
Q3 		$212K Hold
2,500
– – 0.1% 113
2022
Q2 		$212K Buy
2,500
+300
+14% +$25.1K 0.09% 129
2022
Q1 		$180K Buy
2,200
+1,700
+340% +$137K 0.07% 149
2021
Q4 		$39K Buy
+500
New +$38.5K 0.02% 252
2021
Q3 		– Sell
-99
Closed -$8K – 450
2021
Q2 		$8K Buy
99
+1
+1% +$81 ﹤0.01% 323
2021
Q1 		$8K Sell
98
-40
-29% -$3.1K ﹤0.01% 304
2020
Q4 		$10K Buy
138
+1
+0.7% +$69 0.01% 291
2020
Q3 		$9K Sell
137
-199
-59% -$11.6K 0.01% 261
2020
Q2 		$18K Buy
336
+123
+58% +$6.47K 0.01% 217
2020
Q1 		$10K Buy
213
+1
+0.5% +$69 0.01% 231
2019
Q4 		$18K Buy
+212
New +$17.2K 0.01% 225

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's SYY Position: Q3 2025 in Review

Atticus Wealth Management sold out of Sysco (SYY) in Q3 2025, closing a stake of 470 shares — an estimated $35.6K sold.

Atticus Wealth Management first reported a position in SYY in Q4 2019 and held it in 22 quarters. The position peaked at $212K in Q3 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Atticus Wealth Management reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 470 Sysco shares in Q3 2025, an estimated $35.6K.
  • Atticus Wealth Management first reported a position in Sysco in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's Sysco position peaked at $212K in Q3 2022.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.