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Fiduciary Alliance’s Sysco SYY Stock Holding History

Fiduciary Alliance’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
Q4 		– Sell
-5,375
Closed -$443K – 533
2025
Q3 		$443K Sell
5,375
-1,400
-21% -$112K 0.03% 361
2025
Q2 		$513K Buy
6,775
+4,011
+145% +$291K 0.04% 321
2025
Q1 		$207K Sell
2,764
-434
-14% -$31.8K 0.02% 365
2024
Q4 		$245K Buy
3,198
+226
+8% +$17.3K 0.02% 317
2024
Q3 		$232K Buy
+2,972
New +$223K 0.03% 232
2023
Q3 		– Sell
-649
Closed -$48.2K – 858
2023
Q2 		$48.2K Buy
+649
New +$48K 0.01% 322
2023
Q1 		– Sell
-82
Closed -$6.27K – 784
2022
Q4 		$6.27K Buy
+82
New +$6.63K ﹤0.01% 483

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return