Evermay Wealth Management’s Sysco SYY Stock Holding History

Evermay Wealth Management’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	-900	Closed	-$68.8K	–	607
2024 Q4	$68.8K	Sell	900 -250	-22%	-$19.1K	0.01%	291
2024 Q3	$89.8K	Hold	1,150	–	–	0.01%	279
2024 Q2	$82.1K	Hold	1,150	–	–	0.01%	288
2024 Q1	$93.4K	Sell	1,150 -5	-0.4%	-$394	0.01%	284
2023 Q4	$84.5K	Sell	1,155 -245	-18%	-$16.9K	0.02%	270
2023 Q3	$92.5K	Hold	1,400	–	–	0.02%	245
2023 Q2	$104K	Hold	1,400	–	–	0.02%	240
2023 Q1	$108K	Hold	1,400	–	–	0.02%	229
2022 Q4	$107K	Hold	1,400	–	–	0.02%	219
2022 Q3	$99K	Hold	1,400	–	–	0.02%	214
2022 Q2	$119K	Hold	1,400	–	–	0.02%	202
2022 Q1	$114K	Hold	1,400	–	–	0.02%	246
2021 Q4	$110K	Hold	1,400	–	–	0.02%	223
2021 Q3	$110K	Hold	1,400	–	–	0.02%	210
2021 Q2	$109K	Buy	+1,400	New	+$113K	0.02%	216
2015 Q2	–	Sell	-5,435	Closed	-$205K	–	87
2015 Q1	$205K	Buy	+5,435	New	+$214K	0.12%	84

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

Evermay Wealth Management's SYY Position: Q1 2025 in Review

Evermay Wealth Management sold out of Sysco (SYY) in Q1 2025, closing a stake of 900 shares — an estimated $68.8K sold.

Evermay Wealth Management first reported a position in SYY in Q1 2015 and held it in 16 quarters. The position peaked at $205K in Q1 2015. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Evermay Wealth Management reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 900 Sysco shares in Q1 2025, an estimated $68.8K.
Evermay Wealth Management first reported a position in Sysco in Q1 2015 and held it in 16 quarters.
Evermay Wealth Management's Sysco position peaked at $205K in Q1 2015.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.