HGERS
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Householder Group Estate & Retirement Specialist’s Sysco SYY Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$23K Sell
311
-84
-21% -$6.43K 0.02% 277
2024
Q3 		$30K Hold
395
– – 0.01% 594
2024
Q2 		$28K Sell
395
-2
-0.5% -$149 0.01% 599
2024
Q1 		$32.3K Buy
397
+50
+14% +$3.94K 0.01% 566
2023
Q4 		$25K Hold
347
– – 0.01% 595
2023
Q3 		$22.9K Buy
+347
New +$24.9K 0.01% 609
2023
Q1 		$38K Buy
+494
New +$37.9K 0.01% 495
2022
Q4 		– Sell
-460
Closed -$32K – 1044
2022
Q3 		$32K Buy
+460
New +$38.3K 0.01% 488

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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 $12.5B AUM 7.49% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SYY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Sysco (SYY) stake by 21% in Q4 2024, selling an estimated $6.43K and leaving 311 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #277.

Householder Group Estate & Retirement Specialist first reported a position in SYY in Q3 2022 and has held it in 8 quarters since. The position peaked at $38K in Q1 2023. 1,556 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 311 shares of Sysco worth $23K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 84 Sysco shares in Q4 2024, an estimated $6.43K.
  • Sysco made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #277 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Sysco in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Sysco position peaked at $38K in Q1 2023.
  • 1,556 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.