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Geller Advisors’s Sysco SYY Stock Holding History

Geller Advisors’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 		$697K Buy
9,121
+175
+2% +$13.4K 0.05% 96
2024
Q3 		$698K Buy
8,946
+1,111
+14% +$83.5K 0.05% 98
2024
Q2 		$559K Buy
7,835
+163
+2% +$12.2K 0.04% 125
2024
Q1 		$623K Sell
7,672
-149
-2% -$11.7K 0.05% 114
2023
Q4 		$572K Buy
7,821
+49
+0.6% +$3.38K 0.06% 109
2023
Q3 		$513K Buy
7,772
+95
+1% +$6.83K 0.06% 113
2023
Q2 		$570K Buy
7,677
+3,951
+106% +$292K 0.07% 98
2023
Q1 		$288K Sell
3,726
-800
-18% -$61.4K 0.04% 125
2022
Q4 		$346K Sell
4,526
-50
-1% -$4.04K 0.06% 80
2022
Q3 		$324K Buy
4,576
+1,214
+36% +$101K 0.07% 74
2022
Q2 		$286K Hold
3,362
– – 0.06% 93
2022
Q1 		$276K Buy
3,362
+136
+4% +$11K 0.05% 119
2021
Q4 		$253K Hold
3,226
– – 0.05% 136
2021
Q3 		$255K Buy
3,226
+131
+4% +$9.99K 0.06% 122
2021
Q2 		$241K Sell
3,095
-2
-0.1% -$162 0.05% 114
2021
Q1 		$245K Buy
+3,097
New +$240K 0.06% 102

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

Geller Advisors's SYY Position: Q4 2024 in Review

Geller Advisors increased its Sysco (SYY) stake by 2% in Q4 2024, buying an estimated $13.4K and bringing the position to 9,121 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #96.

Geller Advisors first reported a position in SYY in Q1 2021 and has held it in 16 quarters since. The position peaked at $698K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Geller Advisors held 9,121 shares of Sysco worth $697K as of Q4 2024.
  • Geller Advisors bought 175 Sysco shares in Q4 2024, an estimated $13.4K.
  • Sysco made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #96 holding.
  • Geller Advisors first reported a position in Sysco in Q1 2021 and has held it in 16 quarters since.
  • Geller Advisors's Sysco position peaked at $698K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.