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Concourse Financial Group Securities’s Sysco SYY Stock Holding History

Concourse Financial Group Securities’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
-1,017
Closed -$75.2K – 1827
2024
Q4 		$75.2K Sell
1,017
-123
-11% -$9.42K ﹤0.01% 1037
2024
Q3 		$89K Sell
1,140
-781
-41% -$58.7K 0.01% 973
2024
Q2 		$137K Buy
1,921
+628
+49% +$46.9K 0.01% 827
2024
Q1 		$105K Buy
1,293
+376
+41% +$29.6K 0.01% 897
2023
Q4 		$67.1K Sell
917
-1,034
-53% -$71.4K ﹤0.01% 1030
2023
Q3 		$129K Buy
1,951
+13
+0.7% +$934 0.01% 764
2023
Q2 		$144K Buy
1,938
+48
+3% +$3.55K 0.01% 749
2023
Q1 		$146K Buy
1,890
+792
+72% +$60.8K 0.01% 745
2022
Q4 		$83.9K Buy
1,098
+20
+2% +$1.62K 0.01% 888
2022
Q3 		$76K Buy
1,078
+78
+8% +$6.5K 0.01% 818
2022
Q2 		$85K Sell
1,000
-74
-7% -$6.2K 0.01% 875
2022
Q1 		$88K Sell
1,074
-8,937
-89% -$722K 0.01% 920
2021
Q4 		$786K Sell
10,011
-6
-0.1% -$462 0.04% 386
2021
Q3 		$791K Buy
10,017
+17
+0.2% +$1.3K 0.05% 372
2021
Q2 		$777K Buy
10,000
+228
+2% +$18.4K 0.05% 358
2021
Q1 		$773K Buy
9,772
+301
+3% +$23.3K 0.05% 329
2020
Q4 		$703K Sell
9,471
-811
-8% -$55.8K 0.05% 318
2020
Q3 		$640K Sell
10,282
-2,051
-17% -$119K 0.06% 283
2020
Q2 		$674K Buy
12,333
+397
+3% +$20.9K 0.07% 242
2020
Q1 		$545K Sell
11,936
-4,898
-29% -$339K 0.06% 236
2019
Q4 		$1.44M Buy
16,834
+14,807
+730% +$1.2M 0.14% 128
2019
Q3 		$161K Sell
2,027
-14,161
-87% -$1.04M 0.04% 335
2019
Q2 		$1.15M Sell
16,188
-169
-1% -$12K 0.12% 145
2019
Q1 		$1.09M Buy
16,357
+773
+5% +$50.3K 0.11% 157
2018
Q4 		$976K Buy
15,584
+7,408
+91% +$499K 0.12% 153
2018
Q3 		$599K Buy
+8,176
New +$589K 0.17% 130

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

Concourse Financial Group Securities's SYY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Sysco (SYY) in Q1 2025, closing a stake of 1,017 shares — an estimated $75.2K sold.

Concourse Financial Group Securities first reported a position in SYY in Q3 2018 and held it in 26 quarters. The position peaked at $1.44M in Q4 2019. 1,523 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,017 Sysco shares in Q1 2025, an estimated $75.2K.
  • Concourse Financial Group Securities first reported a position in Sysco in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Sysco position peaked at $1.44M in Q4 2019.
  • 1,523 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.