Beaumont Financial Advisors’s Sysco SYY Stock Holding History

Beaumont Financial Advisors’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	-2,641	Closed	-$217K	–	410
2025 Q3	$217K	Buy	+2,641	New	+$211K	0.01%	379
2025 Q2	–	Sell	-3,334	Closed	-$250K	–	394
2025 Q1	$250K	Sell	3,334 -49	-1%	-$3.59K	0.02%	319
2024 Q4	$259K	Buy	3,383 +340	+11%	+$26K	0.02%	316
2024 Q3	$238K	Sell	3,043 -107	-3%	-$8.04K	0.02%	314
2024 Q2	$225K	Buy	3,150 +61	+2%	+$4.56K	0.02%	326
2024 Q1	$251K	Sell	3,089 -668	-18%	-$52.6K	0.02%	313
2023 Q4	$275K	Sell	3,757 -17	-0.5%	-$1.17K	0.03%	280
2023 Q3	$249K	Buy	3,774 +668	+22%	+$48K	0.02%	276
2023 Q2	$230K	Buy	3,106 +25	+0.8%	+$1.85K	0.02%	310
2023 Q1	$238K	Sell	3,081 -601	-16%	-$46.1K	0.02%	279
2022 Q4	$281K	Sell	3,682 -5	-0.1%	-$404	0.03%	263
2022 Q3	$261K	Sell	3,687 -4	-0.1%	-$333	0.03%	264
2022 Q2	$313K	Buy	3,691 +8	+0.2%	+$670	0.03%	231
2022 Q1	$300K	Buy	+3,683	New	+$298K	0.02%	280
2020 Q1	–	Sell	-3,175	Closed	-$272K	–	285
2019 Q4	$272K	Buy	3,175 +1	+0%	+$81	0.03%	236
2019 Q3	$252K	Buy	+3,174	New	+$233K	0.03%	235

Other funds holding SYY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Boston Partners

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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