EIA
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Edgemoor Investment Advisors’s Sysco SYY Stock Holding History

Edgemoor Investment Advisors’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
Q4 		– Sell
-2,848
Closed -$235K – 189
2025
Q3 		$235K Sell
2,848
-25
-0.9% -$2K 0.02% 177
2025
Q2 		$218K Buy
2,873
+18
+0.6% +$1.31K 0.02% 164
2025
Q1 		$214K Sell
2,855
-200
-7% -$14.7K 0.02% 156
2024
Q4 		$234K Hold
3,055
– – 0.02% 151
2024
Q3 		$238K Hold
3,055
– – 0.02% 156
2024
Q2 		$218K Hold
3,055
– – 0.02% 155
2024
Q1 		$248K Hold
3,055
– – 0.02% 150
2023
Q4 		$223K Hold
3,055
– – 0.02% 152
2023
Q3 		$202K Hold
3,055
– – 0.02% 155
2023
Q2 		$227K Hold
3,055
– – 0.03% 150
2023
Q1 		$236K Buy
+3,055
New +$234K 0.03% 144

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return