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Baldwin Wealth Partners’s Sysco SYY Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-460
Closed -$35.9K – 917
2024
Q3 		$35.9K Sell
460
-22
-5% -$1.65K ﹤0.01% 603
2024
Q2 		$34.4K Buy
482
+22
+5% +$1.64K ﹤0.01% 400
2024
Q1 		$37.3K Sell
460
-430
-48% -$33.9K ﹤0.01% 405
2023
Q4 		$65.1K Sell
890
-337
-27% -$23.3K 0.01% 339
2023
Q3 		$81K Sell
1,227
-128
-9% -$9.2K 0.01% 321
2023
Q2 		$101K Sell
1,355
-222
-14% -$16.4K 0.01% 321
2023
Q1 		$122K Hold
1,577
– – 0.01% 298
2022
Q4 		$121K Buy
1,577
+1,260
+397% +$102K 0.01% 289
2022
Q3 		$22K Hold
317
– – ﹤0.01% 438
2022
Q2 		$27K Hold
317
– – ﹤0.01% 444
2022
Q1 		$26K Hold
317
– – ﹤0.01% 450
2021
Q4 		$25K Hold
317
– – ﹤0.01% 428
2021
Q3 		$25K Hold
317
– – ﹤0.01% 432
2021
Q2 		$25K Sell
317
-400
-56% -$32.3K ﹤0.01% 447
2021
Q1 		$56K Buy
717
+317
+79% +$24.6K 0.01% 330
2020
Q4 		$30K Hold
400
– – ﹤0.01% 369
2020
Q3 		$25K Sell
400
-150
-27% -$8.73K ﹤0.01% 365
2020
Q2 		$30K Hold
550
– – ﹤0.01% 352
2020
Q1 		$25K Hold
550
– – ﹤0.01% 355
2019
Q4 		$47K Sell
550
-100
-15% -$8.1K 0.01% 325
2019
Q3 		$52K Hold
650
– – 0.01% 298
2019
Q2 		$46K Sell
650
-154
-19% -$11K 0.01% 318
2019
Q1 		$54K Buy
804
+577
+254% +$37.5K 0.01% 294
2018
Q4 		$14K Hold
227
– – ﹤0.01% 412
2018
Q3 		$17K Buy
+227
New +$16.4K ﹤0.01% 421
2016
Q3 		– Sell
-275
Closed -$14K – 560
2016
Q2 		$14K Sell
275
-14,285
-98% -$691K ﹤0.01% 369
2016
Q1 		$680K Buy
+14,560
New +$628K 0.12% 125

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Baldwin Wealth Partners's SYY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Sysco (SYY) in Q4 2024, closing a stake of 460 shares — an estimated $35.9K sold.

Baldwin Wealth Partners first reported a position in SYY in Q1 2016 and held it in 27 quarters. The position peaked at $680K in Q1 2016. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 460 Sysco shares in Q4 2024, an estimated $35.9K.
  • Baldwin Wealth Partners first reported a position in Sysco in Q1 2016 and held it in 27 quarters.
  • Baldwin Wealth Partners's Sysco position peaked at $680K in Q1 2016.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.