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Financial Advocates Investment Management’s Sysco SYY Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-7,047
Closed -$534K – 538
2025
Q2 		$534K Buy
7,047
+47
+0.7% +$3.41K 0.04% 345
2025
Q1 		$525K Sell
7,000
-516
-7% -$37.8K 0.04% 414
2024
Q4 		$575K Sell
7,516
-53
-0.7% -$4.06K 0.03% 413
2024
Q3 		$591K Sell
7,569
-354
-4% -$26.6K 0.03% 412
2024
Q2 		$566K Sell
7,923
-169
-2% -$12.6K 0.04% 405
2024
Q1 		$657K Buy
8,092
+91
+1% +$7.17K 0.04% 401
2023
Q4 		$585K Buy
8,001
+555
+7% +$38.3K 0.04% 395
2023
Q3 		$492K Sell
7,446
-97
-1% -$6.97K 0.04% 417
2023
Q2 		$560K Buy
7,543
+78
+1% +$5.77K 0.04% 377
2023
Q1 		$577K Buy
7,465
+511
+7% +$39.2K 0.04% 403
2022
Q4 		$532K Sell
6,954
-152
-2% -$12.3K 0.04% 437
2022
Q3 		$502K Buy
7,106
+615
+9% +$51.2K 0.04% 416
2022
Q2 		$550K Sell
6,491
-60
-0.9% -$5.03K 0.04% 379
2022
Q1 		$535K Buy
6,551
+414
+7% +$33.5K 0.04% 420
2021
Q4 		$483K Sell
6,137
-281
-4% -$21.6K 0.03% 496
2021
Q3 		$504K Buy
6,418
+268
+4% +$20.4K 0.03% 472
2021
Q2 		$478K Buy
6,150
+2,088
+51% +$169K 0.03% 485
2021
Q1 		$320K Sell
4,062
-1,304
-24% -$101K 0.02% 587
2020
Q4 		$398K Sell
5,366
-1,372
-20% -$94.3K 0.03% 493
2020
Q3 		$419K Sell
6,738
-117
-2% -$6.81K 0.04% 405
2020
Q2 		$375K Buy
+6,855
New +$360K 0.04% 414

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's SYY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Sysco (SYY) in Q3 2025, closing a stake of 7,047 shares — an estimated $534K sold.

Financial Advocates Investment Management first reported a position in SYY in Q2 2020 and held it in 21 quarters. The position peaked at $657K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,047 Sysco shares in Q3 2025, an estimated $534K.
  • Financial Advocates Investment Management first reported a position in Sysco in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's Sysco position peaked at $657K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.