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EnRich Financial Partners’s Sysco SYY Stock Holding History

EnRich Financial Partners’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
-400
Closed -$30.6K – 195
2024
Q4 		$30.6K Hold
400
– – 0.01% 125
2024
Q3 		$31.2K Hold
400
– – 0.01% 120
2024
Q2 		$28.6K Sell
400
-600
-60% -$44.8K 0.01% 124
2024
Q1 		$81.2K Buy
+1,000
New +$78.8K 0.03% 75

Other funds holding SYY

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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

EnRich Financial Partners's SYY Position: Q1 2025 in Review

EnRich Financial Partners sold out of Sysco (SYY) in Q1 2025, closing a stake of 400 shares — an estimated $30.6K sold.

EnRich Financial Partners first reported a position in SYY in Q1 2024 and held it in 4 quarters. The position peaked at $81.2K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • EnRich Financial Partners reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 400 Sysco shares in Q1 2025, an estimated $30.6K.
  • EnRich Financial Partners first reported a position in Sysco in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Sysco position peaked at $81.2K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.