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Bleakley Financial Group’s Sysco SYY Stock Holding History

Bleakley Financial Group’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
-13,186
Closed -$1.01M – 933
2024
Q4 		$1.01M Buy
13,186
+1,062
+9% +$81.3K 0.03% 407
2024
Q3 		$946K Sell
12,124
-46,012
-79% -$3.46M 0.03% 416
2024
Q2 		$4.15M Buy
58,136
+20,480
+54% +$1.53M 0.12% 159
2024
Q1 		$3.06M Buy
37,656
+596
+2% +$47K 0.09% 218
2023
Q4 		$2.71M Sell
37,060
-755
-2% -$52.1K 0.09% 219
2023
Q3 		$2.5M Sell
37,815
-874
-2% -$62.8K 0.09% 205
2023
Q2 		$2.87M Buy
38,689
+30,650
+381% +$2.27M 0.09% 199
2023
Q1 		$621K Sell
8,039
-930
-10% -$71.4K 0.02% 510
2022
Q4 		$686K Buy
+8,969
New +$725K 0.02% 461

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

Bleakley Financial Group's SYY Position: Q1 2025 in Review

Bleakley Financial Group sold out of Sysco (SYY) in Q1 2025, closing a stake of 13,186 shares — an estimated $1.01M sold.

Bleakley Financial Group first reported a position in SYY in Q4 2022 and held it in 9 quarters. The position peaked at $4.15M in Q2 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Bleakley Financial Group reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 13,186 Sysco shares in Q1 2025, an estimated $1.01M.
  • Bleakley Financial Group first reported a position in Sysco in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Sysco position peaked at $4.15M in Q2 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.