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Gitterman Wealth Management’s Sysco SYY Stock Holding History

Gitterman 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
2024
Q4 		– Sell
-4,198
Closed -$328K – 155
2024
Q3 		$328K Buy
4,198
+813
+24% +$61.1K 0.14% 52
2024
Q2 		$242K Buy
+3,385
New +$253K 0.09% 81

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

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

Gitterman Wealth Management sold out of Sysco (SYY) in Q4 2024, closing a stake of 4,198 shares — an estimated $328K sold.

Gitterman Wealth Management first reported a position in SYY in Q2 2024 and held it in 2 quarters. The position peaked at $328K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Gitterman Wealth Management reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,198 Sysco shares in Q4 2024, an estimated $328K.
  • Gitterman Wealth Management first reported a position in Sysco in Q2 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Sysco position peaked at $328K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.