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Carr Financial Group’s Sysco SYY Stock Holding History

Carr 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
-2,822
Closed -$216K – 191
2024
Q4 		$216K Buy
2,822
+19
+0.7% +$1.46K 0.07% 173
2024
Q3 		$219K Buy
+2,803
New +$211K 0.06% 183
2024
Q2 		– Sell
-2,783
Closed -$226K – 195
2024
Q1 		$226K Buy
2,783
+1
+0% +$79 0.08% 167
2023
Q4 		$203K Buy
+2,782
New +$192K 0.08% 163
2023
Q3 		– Sell
-2,779
Closed -$206K – 177
2023
Q2 		$206K Buy
2,779
+2
+0.1% +$148 0.08% 170
2023
Q1 		$215K Buy
+2,777
New +$213K 0.09% 159

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

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

Carr Financial Group sold out of Sysco (SYY) in Q1 2025, closing a stake of 2,822 shares — an estimated $216K sold.

Carr Financial Group first reported a position in SYY in Q1 2023 and held it in 6 quarters. The position peaked at $226K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Carr Financial Group reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Carr Financial Group sold 2,822 Sysco shares in Q1 2025, an estimated $216K.
  • Carr Financial Group first reported a position in Sysco in Q1 2023 and held it in 6 quarters.
  • Carr Financial Group's Sysco position peaked at $226K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Carr Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.