Cassady Schiller Wealth Management’s Sysco SYY Stock Holding History

Cassady Schiller 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	$1.09M	Buy	14,281 +78	+0.5%	+$5.97K	0.4%	44
2024 Q3	$1.11M	Hold	14,203	–	–	0.41%	43
2024 Q2	$1.01M	Hold	14,203	–	–	0.41%	43
2024 Q1	$1.15M	Hold	14,203	–	–	0.51%	38
2023 Q4	$1.04M	Sell	14,203 -230	-2%	-$15.9K	0.52%	39
2023 Q3	$953K	Hold	14,433	–	–	0.53%	41
2023 Q2	$1.07M	Hold	14,433	–	–	0.58%	39
2023 Q1	$1.11M	Hold	14,433	–	–	0.52%	37
2022 Q4	$1.1M	Hold	14,433	–	–	0.68%	34
2022 Q3	$1.02M	Sell	14,433 -3	-0%	-$250	0.59%	37
2022 Q2	$1.22M	Hold	14,436	–	–	0.64%	31
2022 Q1	$1.18M	Buy	14,436 +14,203	+6,096%	+$1.15M	0.57%	34
2021 Q4	$18K	Buy	+233	New	+$17.9K	0.01%	278

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Cassady Schiller Wealth Management's SYY Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Sysco (SYY) stake by 0.55% in Q4 2024, buying an estimated $5.97K and bringing the position to 14,281 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #44.

Cassady Schiller Wealth Management first reported a position in SYY in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

Cassady Schiller Wealth Management held 14,281 shares of Sysco worth $1.09M as of Q4 2024.
Cassady Schiller Wealth Management bought 78 Sysco shares in Q4 2024, an estimated $5.97K.
Sysco made up 0.4% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #44 holding.
Cassady Schiller Wealth Management first reported a position in Sysco in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Sysco position peaked at $1.22M in Q2 2022.
1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.