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Hibernia Wealth Partners’s Sysco SYY Stock Holding History

Hibernia Wealth 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
2025
Q1 		– Sell
-9,709
Closed -$742K – 58
2024
Q4 		$742K Sell
9,709
-279
-3% -$21.4K 0.48% 24
2024
Q3 		$780K Buy
+9,988
New +$751K 0.23% 39
2024
Q2 		– Sell
-9,817
Closed -$797K – 111
2024
Q1 		$797K Sell
9,817
-24
-0.2% -$1.89K 0.54% 25
2023
Q4 		$720K Buy
9,841
+17
+0.2% +$1.17K 0.54% 25
2023
Q3 		$649K Buy
+9,824
New +$706K 0.5% 29

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

Hibernia Wealth Partners's SYY Position: Q1 2025 in Review

Hibernia Wealth Partners sold out of Sysco (SYY) in Q1 2025, closing a stake of 9,709 shares — an estimated $742K sold.

Hibernia Wealth Partners first reported a position in SYY in Q3 2023 and held it in 5 quarters. The position peaked at $797K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Hibernia Wealth Partners reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Hibernia Wealth Partners sold 9,709 Sysco shares in Q1 2025, an estimated $742K.
  • Hibernia Wealth Partners first reported a position in Sysco in Q3 2023 and held it in 5 quarters.
  • Hibernia Wealth Partners's Sysco position peaked at $797K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Hibernia Wealth Partners's 13F filing for Q1 2025, filed 24 Apr 2025.