Capital Asset Advisory Services’s Sysco SYY Stock Holding History

Capital Asset Advisory Services’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	-2,799	Closed	-$211K	–	317
2024 Q4	$211K	Buy	2,799 +18	+0.6%	+$1.38K	0.01%	300
2024 Q3	$209K	Buy	+2,781	New	+$209K	0.01%	309
2024 Q2	–	Sell	-3,045	Closed	-$233K	–	326
2024 Q1	$233K	Buy	+3,045	New	+$240K	0.01%	284
2023 Q2	–	Sell	-2,733	Closed	-$211K	–	353
2023 Q1	$211K	Sell	2,733 -120	-4%	-$9.21K	0.02%	328
2022 Q4	$220K	Buy	2,853 +20	+0.7%	+$1.62K	0.02%	332
2022 Q3	$200K	Sell	2,833 -202	-7%	-$16.8K	0.03%	300
2022 Q2	$259K	Buy	3,035 +342	+13%	+$28.6K	0.03%	336
2022 Q1	$221K	Sell	2,693 -15	-0.6%	-$1.21K	0.02%	369
2021 Q4	$213K	Hold	2,708	–	–	0.02%	383
2021 Q3	$214K	Hold	2,708	–	–	0.02%	404
2021 Q2	$211K	Hold	2,708	–	–	0.02%	419
2021 Q1	$214K	Hold	2,708	–	–	0.03%	406
2020 Q4	$201K	Buy	+2,708	New	+$186K	0.04%	339
2020 Q1	–	Sell	-3,747	Closed	-$286K	–	608
2019 Q4	$286K	Buy	+3,747	New	+$304K	0.07%	277

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's SYY Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of Sysco (SYY) in Q1 2025, closing a stake of 2,799 shares — an estimated $211K sold.

Capital Asset Advisory Services first reported a position in SYY in Q4 2019 and held it in 14 quarters. The position peaked at $286K in Q4 2019. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Capital Asset Advisory Services reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 2,799 Sysco shares in Q1 2025, an estimated $211K.
Capital Asset Advisory Services first reported a position in Sysco in Q4 2019 and held it in 14 quarters.
Capital Asset Advisory Services's Sysco position peaked at $286K in Q4 2019.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.