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Custom Index Systems’s Sysco SYY Stock Holding History

Custom Index Systems’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
-5,062
Closed -$387K – 349
2024
Q4 		$387K Sell
5,062
-50
-1% -$3.83K 0.21% 151
2024
Q3 		$399K Sell
5,112
-247
-5% -$18.6K 0.22% 155
2024
Q2 		$383K Buy
+5,359
New +$400K 0.22% 133

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

Custom Index Systems's SYY Position: Q1 2025 in Review

Custom Index Systems sold out of Sysco (SYY) in Q1 2025, closing a stake of 5,062 shares — an estimated $387K sold.

Custom Index Systems first reported a position in SYY in Q2 2024 and held it in 3 quarters. The position peaked at $399K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Custom Index Systems reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 5,062 Sysco shares in Q1 2025, an estimated $387K.
  • Custom Index Systems first reported a position in Sysco in Q2 2024 and held it in 3 quarters.
  • Custom Index Systems's Sysco position peaked at $399K in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.