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Atwood & Palmer’s Sysco SYY Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-93
Closed -$7.11K – 479
2024
Q4 		$7.11K Hold
93
– – ﹤0.01% 363
2024
Q3 		$7.26K Buy
+93
New +$6.99K ﹤0.01% 358
2022
Q2 		– Sell
-250
Closed -$20K – 442
2022
Q1 		$20K Buy
+250
New +$20.2K ﹤0.01% 313
2018
Q3 		– Sell
-28
Closed -$2K – 330
2018
Q2 		$2K Buy
+28
New +$1.79K ﹤0.01% 299

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atwood & Palmer's SYY Position: Q1 2025 in Review

Atwood & Palmer sold out of Sysco (SYY) in Q1 2025, closing a stake of 93 shares — an estimated $7.11K sold.

Atwood & Palmer first reported a position in SYY in Q2 2018 and held it in 4 quarters. The position peaked at $20K in Q1 2022. 1,526 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Atwood & Palmer reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 93 Sysco shares in Q1 2025, an estimated $7.11K.
  • Atwood & Palmer first reported a position in Sysco in Q2 2018 and held it in 4 quarters.
  • Atwood & Palmer's Sysco position peaked at $20K in Q1 2022.
  • 1,526 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.