Aureus Asset Management’s Sysco SYY Stock Holding History

Aureus Asset 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 Q4	–	Sell	-3,200	Closed	-$263K	–	214
2025 Q3	$263K	Hold	3,200	–	–	0.02%	175
2025 Q2	$242K	Buy	3,200 +125	+4%	+$9.08K	0.02%	180
2025 Q1	$231K	Hold	3,075	–	–	0.02%	186
2024 Q4	$235K	Hold	3,075	–	–	0.02%	189
2024 Q3	$240K	Sell	3,075 -1,590	-34%	-$120K	0.02%	183
2024 Q2	$333K	Hold	4,665	–	–	0.02%	148
2024 Q1	$379K	Sell	4,665 -850	-15%	-$67K	0.03%	137
2023 Q4	$403K	Sell	5,515 -300	-5%	-$20.7K	0.03%	134
2023 Q3	$384K	Hold	5,815	–	–	0.03%	137
2023 Q2	$431K	Sell	5,815 -1,150	-17%	-$85K	0.03%	127
2023 Q1	$538K	Hold	6,965	–	–	0.04%	113
2022 Q4	$532K	Sell	6,965 -500	-7%	-$40.4K	0.05%	122
2022 Q3	$528K	Sell	7,465 -260	-3%	-$21.7K	0.05%	115
2022 Q2	$654K	Sell	7,725 -490	-6%	-$41K	0.05%	110
2022 Q1	$671K	Hold	8,215	–	–	0.04%	127
2021 Q4	$645K	Hold	8,215	–	–	0.04%	115
2021 Q3	$645K	Sell	8,215 -780	-9%	-$59.5K	0.04%	115
2021 Q2	$699K	Hold	8,995	–	–	0.04%	121
2021 Q1	$708K	Sell	8,995 -8,260	-48%	-$640K	0.05%	99
2020 Q4	$1.28M	Buy	17,255 +1,580	+10%	+$109K	0.11%	79
2020 Q3	$975K	Buy	+15,675	New	+$912K	0.09%	82

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aureus Asset Management's SYY Position: Q4 2025 in Review

Aureus Asset Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 3,200 shares — an estimated $263K sold.

Aureus Asset Management first reported a position in SYY in Q3 2020 and held it in 21 quarters. The position peaked at $1.28M in Q4 2020. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Aureus Asset Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Aureus Asset Management sold 3,200 Sysco shares in Q4 2025, an estimated $263K.
Aureus Asset Management first reported a position in Sysco in Q3 2020 and held it in 21 quarters.
Aureus Asset Management's Sysco position peaked at $1.28M in Q4 2020.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Aureus Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.