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Crestmont Private Wealth’s Sysco SYY Stock Holding History

Crestmont Private Wealth’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
-2,627
Closed -$201K – 85
2024
Q4 		$201K Hold
2,627
– – 0.09% 74
2024
Q3 		$205K Buy
+2,627
New +$197K 0.09% 110

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

Crestmont Private Wealth's SYY Position: Q1 2025 in Review

Crestmont Private Wealth sold out of Sysco (SYY) in Q1 2025, closing a stake of 2,627 shares — an estimated $201K sold.

Crestmont Private Wealth first reported a position in SYY in Q3 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Crestmont Private Wealth reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Crestmont Private Wealth sold 2,627 Sysco shares in Q1 2025, an estimated $201K.
  • Crestmont Private Wealth first reported a position in Sysco in Q3 2024 and held it in 2 quarters.
  • Crestmont Private Wealth's Sysco position peaked at $205K in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Crestmont Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.