Fort Point Capital Partners’s Sysco SYY Stock Holding History

Fort Point Capital Partners’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	-2,847	Closed	-$222K	–	321
2024 Q3	$222K	Buy	+2,847	New	+$214K	0.03%	270
2024 Q2	–	Sell	-2,560	Closed	-$208K	–	329
2024 Q1	$208K	Buy	+2,560	New	+$202K	0.03%	306
2023 Q3	–	Sell	-2,752	Closed	-$204K	–	302
2023 Q2	$204K	Buy	2,752 +6	+0.2%	+$444	0.03%	263
2023 Q1	$212K	Sell	2,746 -97	-3%	-$7.44K	0.03%	254
2022 Q4	$217K	Sell	2,843 -948	-25%	-$76.6K	0.03%	248
2022 Q3	$268K	Sell	3,791 -28	-0.7%	-$2.33K	0.04%	222
2022 Q2	$324K	Sell	3,819 -275	-7%	-$23K	0.05%	213
2022 Q1	$334K	Buy	4,094 +300	+8%	+$24.2K	0.05%	222
2021 Q4	$298K	Buy	3,794 +898	+31%	+$69.1K	0.04%	225
2021 Q3	$227K	Buy	+2,896	New	+$221K	0.03%	227

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

Fort Point Capital Partners's SYY Position: Q4 2024 in Review

Fort Point Capital Partners sold out of Sysco (SYY) in Q4 2024, closing a stake of 2,847 shares — an estimated $222K sold.

Fort Point Capital Partners first reported a position in SYY in Q3 2021 and held it in 10 quarters. The position peaked at $334K in Q1 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

Fort Point Capital Partners reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
Fort Point Capital Partners sold 2,847 Sysco shares in Q4 2024, an estimated $222K.
Fort Point Capital Partners first reported a position in Sysco in Q3 2021 and held it in 10 quarters.
Fort Point Capital Partners's Sysco position peaked at $334K in Q1 2022.
1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Fort Point Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.