Fortem Financial Group’s Sysco SYY Stock Holding History

Fortem Financial Group’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 Q2	–	Sell	-2,784	Closed	-$209K	–	194
2025 Q1	$209K	Sell	2,784 -1,091	-28%	-$80K	0.08%	176
2024 Q4	$296K	Buy	3,875 +136	+4%	+$10.4K	0.11%	146
2024 Q3	$292K	Sell	3,739 -1,370	-27%	-$103K	0.12%	148
2024 Q2	$365K	Sell	5,109 -387	-7%	-$28.9K	0.16%	130
2024 Q1	$446K	Buy	5,496 +351	+7%	+$27.7K	0.2%	122
2023 Q4	$376K	Buy	5,145 +160	+3%	+$11K	0.19%	126
2023 Q3	$329K	Buy	4,985 +354	+8%	+$25.4K	0.19%	124
2023 Q2	$344K	Buy	+4,631	New	+$342K	0.2%	118

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Norges Bank Oslo, Norway $935B AUM

Fortem Financial Group's SYY Position: Q2 2025 in Review

Fortem Financial Group sold out of Sysco (SYY) in Q2 2025, closing a stake of 2,784 shares — an estimated $209K sold.

Fortem Financial Group first reported a position in SYY in Q2 2023 and held it in 8 quarters. The position peaked at $446K in Q1 2024. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

Fortem Financial Group reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
Fortem Financial Group sold 2,784 Sysco shares in Q2 2025, an estimated $209K.
Fortem Financial Group first reported a position in Sysco in Q2 2023 and held it in 8 quarters.
Fortem Financial Group's Sysco position peaked at $446K in Q1 2024.
1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.