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Bright Futures Wealth Management’s Sysco SYY Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-3,004
Closed -$223K – 217
2024
Q3 		$223K Sell
3,004
-167
-5% -$12.6K 0.11% 200
2024
Q2 		$243K Sell
3,171
-175
-5% -$13.1K 0.13% 174
2024
Q1 		$242K Buy
+3,346
New +$264K 0.13% 174

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

Bright Futures Wealth Management's SYY Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Sysco (SYY) in Q4 2024, closing a stake of 3,004 shares — an estimated $223K sold.

Bright Futures Wealth Management first reported a position in SYY in Q1 2024 and held it in 3 quarters. The position peaked at $243K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 3,004 Sysco shares in Q4 2024, an estimated $223K.
  • Bright Futures Wealth Management first reported a position in Sysco in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Sysco position peaked at $243K in Q2 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.