Jacobson & Schmitt Advisors’s Sysco SYY Stock Holding History

Jacobson & Schmitt 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	-3,100	Closed	-$237K	–	80
2024 Q4	$237K	Buy	3,100 +100	+3%	+$7.66K	0.05%	72
2024 Q3	$234K	Hold	3,000	–	–	0.05%	69
2024 Q2	$214K	Buy	+3,000	New	+$224K	0.05%	68
2024 Q1	–	Sell	-3,000	Closed	-$219K	–	69
2023 Q4	$219K	Sell	3,000 -223	-7%	-$15.4K	0.06%	65
2023 Q3	$213K	Buy	3,223 +223	+7%	+$16K	0.06%	63
2023 Q2	$223K	Hold	3,000	–	–	0.06%	60
2023 Q1	$232K	Hold	3,000	–	–	0.07%	56
2022 Q4	$212K	Hold	3,000	–	–	0.07%	54
2022 Q3	$212K	Hold	3,000	–	–	0.07%	54
2022 Q2	$254K	Hold	3,000	–	–	0.08%	43
2022 Q1	$245K	Hold	3,000	–	–	0.06%	55
2021 Q4	$236K	Buy	+3,000	New	+$231K	0.06%	59

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobson & Schmitt Advisors's SYY Position: Q1 2025 in Review

Jacobson & Schmitt Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,100 shares — an estimated $237K sold.

Jacobson & Schmitt Advisors first reported a position in SYY in Q4 2021 and held it in 12 quarters. The position peaked at $254K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Jacobson & Schmitt Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 3,100 Sysco shares in Q1 2025, an estimated $237K.
Jacobson & Schmitt Advisors first reported a position in Sysco in Q4 2021 and held it in 12 quarters.
Jacobson & Schmitt Advisors's Sysco position peaked at $254K in Q2 2022.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2025, filed 2 May 2025.