FTDI
SYY icon

First Trust Direct Indexing’s Sysco SYY Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-28,157
Closed -$2.2M – 813
2024
Q3 		$2.2M Buy
28,157
+6,896
+32% +$518K 0.12% 178
2024
Q2 		$1.52M Buy
21,261
+993
+5% +$74.2K 0.09% 219
2024
Q1 		$1.65M Buy
20,268
+2,135
+12% +$168K 0.12% 177
2023
Q4 		$1.33M Buy
18,133
+2,645
+17% +$183K 0.12% 192
2023
Q3 		$1.02M Buy
15,488
+625
+4% +$44.9K 0.12% 192
2023
Q2 		$1.1M Buy
14,863
+1,819
+14% +$135K 0.12% 189
2023
Q1 		$1.01M Sell
13,044
-43
-0.3% -$3.3K 0.12% 208
2022
Q4 		$1M Buy
13,087
+89
+0.7% +$7.19K 0.13% 199
2022
Q3 		$919K Sell
12,998
-105
-0.8% -$8.74K 0.13% 200
2022
Q2 		$1.11M Buy
13,103
+78
+0.6% +$6.53K 0.15% 176
2022
Q1 		$1.06M Buy
13,025
+210
+2% +$17K 0.13% 195
2021
Q4 		$1.01M Sell
12,815
-50
-0.4% -$3.85K 0.13% 187
2021
Q3 		$1.01M Buy
12,865
+567
+5% +$43.2K 0.14% 169
2021
Q2 		$956K Buy
12,298
+3,561
+41% +$288K 0.14% 182
2021
Q1 		$688K Buy
8,737
+691
+9% +$53.6K 0.18% 160
2020
Q4 		$597K Buy
+8,046
New +$553K 0.16% 160

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return