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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

First Trust Direct Indexing's SYY Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Sysco (SYY) in Q4 2024, closing a stake of 28,157 shares — an estimated $2.2M sold.

First Trust Direct Indexing first reported a position in SYY in Q4 2020 and held it in 16 quarters. The position peaked at $2.2M in Q3 2024. 1,557 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 28,157 Sysco shares in Q4 2024, an estimated $2.2M.
  • First Trust Direct Indexing first reported a position in Sysco in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Sysco position peaked at $2.2M in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.