Financial Life Planners’s Sysco SYY Stock Holding History

Financial Life Planners’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	-1	Closed	-$104	–	343
2024 Q4	$104	Buy	+1	New	+$77	﹤0.01%	391

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

Financial Life Planners's SYY Position: Q1 2025 in Review

Financial Life Planners sold out of Sysco (SYY) in Q1 2025, closing a stake of 1 share — an estimated $104 sold.

Financial Life Planners first reported a position in SYY in Q4 2024 and held it in 1 quarter. The position peaked at $104 in Q4 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Financial Life Planners reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 1 Sysco share in Q1 2025, an estimated $104.
Financial Life Planners first reported a position in Sysco in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Sysco position peaked at $104 in Q4 2024.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.