Focused Wealth Management’s Sysco SYY Stock Holding History

Focused Wealth 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
2022 Q3	–	Sell	-3,000	Closed	-$2K	–	1056
2022 Q2	$2K	Buy	+3,000	New	+$251K	﹤0.01%	760

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Focused Wealth Management's SYY Position: Q4 2024 in Review

Focused Wealth Management sold out of Sysco (SYY) in Q4 2024, closing a stake of 475 shares — an estimated $206K sold.

Focused Wealth Management first reported a position in SYY in Q3 2013 and held it in 43 quarters. The position peaked at $252K in Q2 2016. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

Focused Wealth Management reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
Focused Wealth Management sold 475 Sysco shares in Q4 2024, an estimated $206K.
Focused Wealth Management first reported a position in Sysco in Q3 2013 and held it in 43 quarters.
Focused Wealth Management's Sysco position peaked at $252K in Q2 2016.
1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.