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Capital Performance Advisors’s Sysco SYY Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-234
Closed -$18.3K – 2399
2024
Q3 		$18.3K Buy
+234
New +$17.6K 0.01% 631

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

Capital Performance Advisors's SYY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sysco (SYY) in Q4 2024, closing a stake of 234 shares — an estimated $18.3K sold.

Capital Performance Advisors first reported a position in SYY in Q3 2024 and held it in 1 quarter. The position peaked at $18.3K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 234 Sysco shares in Q4 2024, an estimated $18.3K.
  • Capital Performance Advisors first reported a position in Sysco in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sysco position peaked at $18.3K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.