James Investment Research’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
– Sell
-2,619
Closed -$204K – 339
2024
Q3
$204K Sell
2,619
-906
-26% -$68.1K 0.02% 301
2024
Q2
$252K Sell
3,525
-35,566
-91% -$2.66M 0.03% 280
2024
Q1
$3.17M Buy
39,091
+44
+0.1% +$3.47K 0.38% 82
2023
Q4
$2.86M Sell
39,047
-4,662
-11% -$322K 0.36% 83
2023
Q3
$2.89M Sell
43,709
-631
-1% -$45.3K 0.38% 79
2023
Q2
$3.29M Sell
44,340
-2,910
-6% -$215K 0.42% 78
2023
Q1
$3.65M Sell
47,250
-2,927
-6% -$225K 0.48% 70
2022
Q4
$3.84M Buy
50,177
+1,101
+2% +$88.9K 0.54% 63
2022
Q3
$3.47M Buy
49,076
+13,140
+37% +$1.09M 0.5% 68
2022
Q2
$3.04M Buy
35,936
+10,206
+40% +$855K 0.41% 75
2022
Q1
$2.1M Buy
25,730
+8,819
+52% +$713K 0.22% 114
2021
Q4
$1.33M Buy
+16,911
New +$1.3M 0.12% 144

Other funds holding SYY

James Investment Research's SYY Position: Q4 2024 in Review

James Investment Research sold out of Sysco (SYY) in Q4 2024, closing a stake of 2,619 shares — an estimated $204K sold.

James Investment Research first reported a position in SYY in Q4 2021 and held it in 12 quarters. The position peaked at $3.84M in Q4 2022. 1,559 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • James Investment Research reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • James Investment Research sold 2,619 Sysco shares in Q4 2024, an estimated $204K.
  • James Investment Research first reported a position in Sysco in Q4 2021 and held it in 12 quarters.
  • James Investment Research's Sysco position peaked at $3.84M in Q4 2022.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on James Investment Research's 13F filing for Q4 2024, filed 30 Jan 2025.