AWM
SYY icon

Avior Wealth Management’s Sysco SYY Stock Holding History

Avior 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
Q1 		– Sell
-912
Closed -$69.7K – 2147
2024
Q4 		$69.7K Sell
912
-476
-34% -$36.4K ﹤0.01% 1027
2024
Q3 		$108K Buy
1,388
+63
+5% +$4.74K ﹤0.01% 865
2024
Q2 		$94.6K Sell
1,325
-149
-10% -$11.1K ﹤0.01% 879
2024
Q1 		$120K Buy
1,474
+690
+88% +$54.4K 0.01% 887
2023
Q4 		$57.3K Sell
784
-1,777
-69% -$123K ﹤0.01% 704
2023
Q3 		$169K Sell
2,561
-6
-0.2% -$431 0.01% 556
2023
Q2 		$191K Buy
2,567
+973
+61% +$72K 0.01% 533
2023
Q1 		$123K Buy
1,594
+677
+74% +$52K 0.01% 602
2022
Q4 		$70.2K Buy
917
+485
+112% +$39.2K 0.01% 574
2022
Q3 		$30K Buy
432
+1
+0.2% +$83 ﹤0.01% 683
2022
Q2 		$36K Buy
431
+1
+0.2% +$84 ﹤0.01% 619
2022
Q1 		$35K Hold
430
– – ﹤0.01% 640
2021
Q4 		$33K Buy
430
+228
+113% +$17.5K ﹤0.01% 630
2021
Q3 		$15K Sell
202
-97
-32% -$7.4K ﹤0.01% 718
2021
Q2 		$23K Buy
299
+99
+50% +$8K ﹤0.01% 636
2021
Q1 		$15K Sell
200
-100
-33% -$7.75K ﹤0.01% 698
2020
Q4 		$22K Hold
300
– – ﹤0.01% 605
2020
Q3 		$18K Hold
300
– – ﹤0.01% 614
2020
Q2 		$16K Hold
300
– – ﹤0.01% 610
2020
Q1 		$13K Buy
300
+100
+50% +$6.92K ﹤0.01% 553
2019
Q4 		$17K Hold
200
– – ﹤0.01% 542
2019
Q3 		$15K Buy
200
+11
+6% +$807 ﹤0.01% 552
2019
Q2 		$13K Hold
189
– – ﹤0.01% 571
2019
Q1 		$12K Hold
189
– – ﹤0.01% 520
2018
Q4 		$11K Buy
189
+89
+89% +$6K ﹤0.01% 566
2018
Q3 		$7K Hold
100
– – ﹤0.01% 610
2018
Q2 		$7K Buy
100
+94
+1,567% +$6K ﹤0.01% 621
2018
Q1 		$0 Hold
6
– – ﹤0.01% 825
2017
Q4 		$0 Buy
+6
New +$340 ﹤0.01% 804

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $75B 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avior Wealth Management's SYY Position: Q1 2025 in Review

Avior Wealth Management sold out of Sysco (SYY) in Q1 2025, closing a stake of 912 shares — an estimated $69.7K sold.

Avior Wealth Management first reported a position in SYY in Q4 2017 and held it in 29 quarters. The position peaked at $191K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Avior Wealth Management reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 912 Sysco shares in Q1 2025, an estimated $69.7K.
  • Avior Wealth Management first reported a position in Sysco in Q4 2017 and held it in 29 quarters.
  • Avior Wealth Management's Sysco position peaked at $191K in Q2 2023.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.