Columbia Asset Management’s Sysco SYY Stock Holding History

Columbia Asset 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
2025 Q1	–	Sell	-3,000	Closed	-$229K	–	269
2024 Q4	$229K	Hold	3,000	–	–	0.04%	188
2024 Q3	$234K	Sell	3,000 -600	-17%	-$45.1K	0.04%	168
2024 Q2	$257K	Hold	3,600	–	–	0.05%	159
2024 Q1	$263K	Hold	3,600	–	–	0.05%	149
2023 Q4	$263K	Hold	3,600	–	–	0.05%	149
2023 Q3	$238K	Sell	3,600 -188	-5%	-$13.5K	0.05%	147
2023 Q2	$281K	Hold	3,788	–	–	0.06%	144
2023 Q1	$293K	Hold	3,788	–	–	0.07%	139
2022 Q4	$290K	Hold	3,788	–	–	0.07%	135
2022 Q3	$268K	Sell	3,788 -600	-14%	-$50K	0.07%	141
2022 Q2	$372K	Buy	+4,388	New	+$368K	0.09%	128
2021 Q4	$372K	Hold	4,738	–	–	0.08%	147
2021 Q3	$372K	Hold	4,738	–	–	0.08%	139
2021 Q2	$368K	Sell	4,738 -3,125	-40%	-$252K	0.08%	141
2021 Q1	$619K	Sell	7,863 -2,650	-25%	-$205K	0.11%	113
2020 Q4	$781K	Buy	10,513 +2,500	+31%	+$172K	0.16%	102
2020 Q3	$499K	Sell	8,013 -487	-6%	-$28.3K	0.11%	110
2020 Q2	$465K	Buy	8,500 +650	+8%	+$34.2K	0.11%	112
2020 Q1	$358K	Sell	7,850 -5,660	-42%	-$392K	0.09%	113
2019 Q4	$11.6K	Hold	13,510	–	–	0.28%	76
2019 Q3	$1.07M	Sell	13,510 -100	-0.7%	-$7.34K	0.28%	77
2019 Q2	$962K	Sell	13,610 -200	-1%	-$14.2K	0.25%	79
2019 Q1	$922K	Hold	13,810	–	–	0.25%	79
2018 Q4	$865K	Hold	13,810	–	–	0.26%	78
2018 Q3	$1.01M	Hold	13,810	–	–	0.26%	82
2018 Q2	$943K	Sell	13,810 -175	-1%	-$11.2K	0.27%	82
2018 Q1	$839K	Hold	13,985	–	–	0.25%	87
2017 Q4	$849K	Hold	13,985	–	–	0.24%	90
2017 Q3	$754K	Buy	13,985 +305	+2%	+$15.9K	0.23%	99
2017 Q2	$688K	Sell	13,680 -800	-6%	-$42.7K	0.22%	102
2017 Q1	$751K	Sell	14,480 -1,434	-9%	-$76K	0.25%	88
2016 Q4	$881K	Sell	15,914 -1,510	-9%	-$78.4K	0.3%	78
2016 Q3	$854K	Sell	17,424 -971	-5%	-$49.9K	0.3%	83
2016 Q2	$933K	Hold	18,395	–	–	0.33%	76
2016 Q1	$859K	Sell	18,395 -210	-1%	-$9.06K	0.32%	80
2015 Q4	$763K	Sell	18,605 -330	-2%	-$13.5K	0.31%	87
2015 Q3	$738K	Buy	18,935 +375	+2%	+$14.3K	0.3%	87
2015 Q2	$670K	Sell	18,560 -665	-3%	-$24.9K	0.26%	101
2015 Q1	$725K	Sell	19,225 -2,215	-10%	-$87.3K	0.27%	102
2014 Q4	$851K	Sell	21,440 -1,200	-5%	-$46.5K	0.33%	84
2014 Q3	$859K	Sell	22,640 -350	-2%	-$13.1K	0.35%	81
2014 Q2	$861K	Sell	22,990 -1,460	-6%	-$53.6K	0.35%	81
2014 Q1	$883K	Sell	24,450 -60	-0.2%	-$2.15K	0.38%	75
2013 Q4	$885K	Buy	+24,510	New	+$828K	0.39%	76

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

Columbia Asset Management's SYY Position: Q1 2025 in Review

Columbia Asset Management sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,000 shares — an estimated $229K sold.

Columbia Asset Management first reported a position in SYY in Q4 2013 and held it in 44 quarters. The position peaked at $1.07M in Q3 2019. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Columbia Asset Management reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Columbia Asset Management sold 3,000 Sysco shares in Q1 2025, an estimated $229K.
Columbia Asset Management first reported a position in Sysco in Q4 2013 and held it in 44 quarters.
Columbia Asset Management's Sysco position peaked at $1.07M in Q3 2019.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Columbia Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.