Evergreen Private Wealth’s Sysco SYY Stock Holding History

Evergreen Private Wealth’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 Q3	–	Sell	-24	Closed	-$1.82K	–	291
2025 Q2	$1.82K	Buy	+24	New	+$1.74K	﹤0.01%	260

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's SYY Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Sysco (SYY) in Q3 2025, closing a stake of 24 shares — an estimated $1.82K sold.

Evergreen Private Wealth first reported a position in SYY in Q2 2025 and held it in 1 quarter. The position peaked at $1.82K in Q2 2025. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

Evergreen Private Wealth reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 24 Sysco shares in Q3 2025, an estimated $1.82K.
Evergreen Private Wealth first reported a position in Sysco in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Sysco position peaked at $1.82K in Q2 2025.
1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.