Epoch Investment Partners’s Sysco SYY Stock Holding History

Epoch Investment 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
2024 Q4	–	Sell	-4,711	Closed	-$368K	–	375
2024 Q3	$368K	Sell	4,711 -155	-3%	-$11.7K	﹤0.01%	347
2024 Q2	$347K	Sell	4,866 -102	-2%	-$7.62K	﹤0.01%	359
2024 Q1	$403K	Buy	4,968 +1,042	+27%	+$82.1K	﹤0.01%	376
2023 Q4	$287K	Sell	3,926 -9,330	-70%	-$644K	﹤0.01%	396
2023 Q3	$876K	Sell	13,256 -576	-4%	-$41.4K	0.01%	349
2023 Q2	$1.03M	Sell	13,832 -2,042	-13%	-$151K	0.01%	361
2023 Q1	$1.23M	Sell	15,874 -2,055	-11%	-$158K	0.01%	345
2022 Q4	$1.37M	Buy	17,929 +175	+1%	+$14.1K	0.01%	333
2022 Q3	$1.25M	Sell	17,754 -1,081	-6%	-$90K	0.01%	344
2022 Q2	$1.6M	Buy	18,835 +295	+2%	+$24.7K	0.01%	338
2022 Q1	$1.51M	Buy	+18,540	New	+$1.5M	0.01%	350

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return