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Everpar Advisors’s Sysco SYY Stock Holding History

Everpar Advisors’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
-3,497
Closed -$267K – 273
2024
Q4 		$267K Buy
3,497
+639
+22% +$48.9K 0.13% 202
2024
Q3 		$223K Sell
2,858
-618
-18% -$46.5K 0.12% 232
2024
Q2 		$248K Buy
3,476
+773
+29% +$57.8K 0.12% 221
2024
Q1 		$219K Sell
2,703
-6,842
-72% -$539K 0.13% 218
2023
Q4 		$698K Buy
+9,545
New +$659K 0.32% 111

Other funds holding SYY

Vanguard Group
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

Everpar Advisors's SYY Position: Q1 2025 in Review

Everpar Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,497 shares — an estimated $267K sold.

Everpar Advisors first reported a position in SYY in Q4 2023 and held it in 5 quarters. The position peaked at $698K in Q4 2023. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Everpar Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Everpar Advisors sold 3,497 Sysco shares in Q1 2025, an estimated $267K.
  • Everpar Advisors first reported a position in Sysco in Q4 2023 and held it in 5 quarters.
  • Everpar Advisors's Sysco position peaked at $698K in Q4 2023.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Everpar Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.