Bellwether Advisors’s Sysco SYY Stock Holding History

Bellwether 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 Q3	–	Sell	-62	Closed	-$4.7K	–	516
2025 Q2	$4.7K	Hold	62	–	–	﹤0.01%	423
2025 Q1	$4.65K	Hold	62	–	–	﹤0.01%	377
2024 Q4	$4.74K	Buy	+62	New	+$4.75K	﹤0.01%	383
2023 Q2	–	Sell	-42	Closed	-$3.32K	–	417
2023 Q1	$3.32K	Hold	42	–	–	﹤0.01%	325
2022 Q4	$3.21K	Hold	42	–	–	﹤0.01%	327
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	410
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	324
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	427
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	475
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	439
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	358
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	335
2020 Q4	$3K	Buy	+42	New	+$2.89K	﹤0.01%	296

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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