Dana Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Sell |
230,527
-18,057
| -7% | -$1.49M | 0.49% | 37 |
|
|
2025
Q4 | $18.3M | Sell |
248,584
-4,075
| -2% | -$310K | 0.53% | 39 |
|
|
2025
Q3 | $20.8M | Buy |
252,659
+3,245
| +1% | +$259K | 0.61% | 32 |
|
|
2025
Q2 | $18.9M | Sell |
249,414
-4,301
| -2% | -$312K | 0.63% | 34 |
|
|
2025
Q1 | $19M | Sell |
253,715
-6,472
| -2% | -$474K | 0.68% | 29 |
|
|
2024
Q4 | $19.9M | Sell |
260,187
-769
| -0.3% | -$58.9K | 0.66% | 33 |
|
|
2024
Q3 | $20.4M | Sell |
260,956
-10,202
| -4% | -$767K | 0.67% | 29 |
|
|
2024
Q2 | $19.4M | Buy |
271,158
+538
| +0.2% | +$40.2K | 0.65% | 31 |
|
|
2024
Q1 | $22M | Sell |
270,620
-6,147
| -2% | -$484K | 0.73% | 28 |
|
|
2023
Q4 | $20.2M | Buy |
276,767
+5,329
| +2% | +$368K | 0.98% | 26 |
|
|
2023
Q3 | $17.9M | Buy |
271,438
+16,251
| +6% | +$1.17M | 0.92% | 32 |
|
|
2023
Q2 | $18.9M | Buy |
255,187
+252,453
| +9,234% | +$18.7M | 0.93% | 33 |
|
|
2023
Q1 | $211K | Sell |
2,734
-375
| -12% | -$28.8K | 0.01% | 381 |
|
|
2022
Q4 | $238K | Buy |
+3,109
| New | +$251K | 0.01% | 378 |
|
|
2022
Q3 | – | Sell |
-3,109
| Closed | -$263K | – | 427 |
|
|
2022
Q2 | $263K | Buy |
+3,109
| New | +$260K | 0.01% | 380 |
|
|
2020
Q2 | – | Sell |
-7,697
| Closed | -$351K | – | 295 |
|
|
2020
Q1 | $351K | Sell |
7,697
-355,093
| -98% | -$24.6M | 0.02% | 231 |
|
|
2019
Q4 | $31M | Sell |
362,790
-18,496
| -5% | -$1.5M | 1.49% | 25 |
|
|
2019
Q3 | $30.3M | Sell |
381,286
-49,668
| -12% | -$3.65M | 1.54% | 25 |
|
|
2019
Q2 | $30.5M | Sell |
430,954
-29,721
| -6% | -$2.12M | 1.51% | 18 |
|
|
2019
Q1 | $30.8M | Sell |
460,675
-25,434
| -5% | -$1.65M | 1.45% | 22 |
|
|
2018
Q4 | $30.5M | Buy |
486,109
+12,878
| +3% | +$868K | 1.55% | 16 |
|
|
2018
Q3 | $34.7M | Sell |
473,231
-32,706
| -6% | -$2.36M | 1.42% | 17 |
|
|
2018
Q2 | $34.5M | Buy |
505,937
+4,122
| +0.8% | +$263K | 1.51% | 15 |
|
|
2018
Q1 | $30.1M | Sell |
501,815
-20,670
| -4% | -$1.25M | 1.36% | 27 |
|
|
2017
Q4 | $31.7M | Buy |
522,485
+6,362
| +1% | +$360K | 1.38% | 24 |
|
|
2017
Q3 | $27.8M | Buy |
516,123
+139,486
| +37% | +$7.26M | 1.28% | 30 |
|
|
2017
Q2 | $19M | Sell |
376,637
-12,336
| -3% | -$659K | 0.89% | 45 |
|
|
2017
Q1 | $20.2M | Sell |
388,973
-18,283
| -4% | -$969K | 0.94% | 43 |
|
|
2016
Q4 | $22.6M | Buy |
407,256
+8,321
| +2% | +$432K | 1.06% | 36 |
|
|
2016
Q3 | $19.6M | Buy |
+398,935
| New | +$20.5M | 0.94% | 46 |
|
Other funds holding SYY
VCM
VPM
Dana Investment Advisors's SYY Position: Q1 2026 in Review
Dana Investment Advisors reduced its Sysco (SYY) stake by 7.3% in Q1 2026, selling an estimated $1.49M and leaving 230,527 shares worth $16.4M. The position accounts for 0.49% of the portfolio, ranked #37.
Dana Investment Advisors first reported a position in SYY in Q3 2016 and has held it in 30 quarters since. The position peaked at $34.7M in Q3 2018. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Dana Investment Advisors held 230,527 shares of Sysco worth $16.4M as of Q1 2026.
- Dana Investment Advisors sold 18,057 Sysco shares in Q1 2026, an estimated $1.49M.
- Sysco made up 0.49% of Dana Investment Advisors's portfolio in Q1 2026, its #37 holding.
- Dana Investment Advisors first reported a position in Sysco in Q3 2016 and has held it in 30 quarters since.
- Dana Investment Advisors's Sysco position peaked at $34.7M in Q3 2018.
- 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.