Essential Planning’s Sysco SYY Stock Holding History

Essential Planning’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	-11,310	Closed	-$866K	–	269
2024 Q4	$866K	Buy	+11,310	New	+$866K	0.01%	237

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Essential Planning's SYY Position: Q1 2025 in Review

Essential Planning sold out of Sysco (SYY) in Q1 2025, closing a stake of 11,310 shares — an estimated $866K sold.

Essential Planning first reported a position in SYY in Q4 2024 and held it in 1 quarter. The position peaked at $866K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Essential Planning reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 11,310 Sysco shares in Q1 2025, an estimated $866K.
Essential Planning first reported a position in Sysco in Q4 2024 and held it in 1 quarter.
Essential Planning's Sysco position peaked at $866K in Q4 2024.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.