IAS
SYY icon

Insigneo Advisory Services’s Sysco SYY Stock Holding History

Insigneo Advisory Services’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
-3,432
Closed -$268K – 685
2024
Q3 		$268K Sell
3,432
-525
-13% -$39.5K 0.03% 477
2024
Q2 		$295K Buy
3,957
+77
+2% +$5.75K 0.03% 417
2024
Q1 		$315K Sell
3,880
-412
-10% -$32.5K 0.04% 369
2023
Q4 		$314K Buy
+4,292
New +$296K 0.04% 322
2023
Q1 		– Sell
-3,587
Closed -$274K – 295
2022
Q4 		$274K Buy
+3,587
New +$290K 0.1% 204

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

Insigneo Advisory Services's SYY Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Sysco (SYY) in Q4 2024, closing a stake of 3,432 shares — an estimated $268K sold.

Insigneo Advisory Services first reported a position in SYY in Q4 2022 and held it in 5 quarters. The position peaked at $315K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 3,432 Sysco shares in Q4 2024, an estimated $268K.
  • Insigneo Advisory Services first reported a position in Sysco in Q4 2022 and held it in 5 quarters.
  • Insigneo Advisory Services's Sysco position peaked at $315K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.