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IRON Financial’s Sysco SYY Stock Holding History

IRON Financial’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
-2,900
Closed -$222K – 133
2024
Q4 		$222K Buy
2,900
+75
+3% +$5.74K 0.12% 90
2024
Q3 		$221K Sell
2,825
-5,836
-67% -$439K 0.12% 91
2024
Q2 		$618K Buy
8,661
+85
+1% +$6.35K 0.35% 54
2024
Q1 		$696K Buy
+8,576
New +$676K 0.39% 53

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

IRON Financial's SYY Position: Q1 2025 in Review

IRON Financial sold out of Sysco (SYY) in Q1 2025, closing a stake of 2,900 shares — an estimated $222K sold.

IRON Financial first reported a position in SYY in Q1 2024 and held it in 4 quarters. The position peaked at $696K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • IRON Financial reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • IRON Financial sold 2,900 Sysco shares in Q1 2025, an estimated $222K.
  • IRON Financial first reported a position in Sysco in Q1 2024 and held it in 4 quarters.
  • IRON Financial's Sysco position peaked at $696K in Q1 2024.
  • 1,523 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on IRON Financial's 13F filing for Q1 2025, filed 25 Apr 2025.