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Heritage Oak Wealth Advisors’s Sysco SYY Stock Holding History

Heritage Oak Wealth 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
2025
Q1 		– Sell
-3,683
Closed -$282K – 87
2024
Q4 		$282K Buy
+3,683
New +$282K 0.13% 59
2024
Q3 		– Sell
-8,266
Closed -$590K – 212
2024
Q2 		$590K Buy
+8,266
New +$618K 0.3% 45

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Oak Wealth Advisors's SYY Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,683 shares — an estimated $282K sold.

Heritage Oak Wealth Advisors first reported a position in SYY in Q2 2024 and held it in 2 quarters. The position peaked at $590K in Q2 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,683 Sysco shares in Q1 2025, an estimated $282K.
  • Heritage Oak Wealth Advisors first reported a position in Sysco in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Sysco position peaked at $590K in Q2 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.