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Kiely Wealth Advisory Group’s Sysco SYY Stock Holding History

Kiely Wealth Advisory Group’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 		$5.26K Hold
75
– – ﹤0.01% 246
2024
Q3 		$5.83K Hold
75
– – ﹤0.01% 240
2024
Q2 		$5.7K Hold
75
– – ﹤0.01% 225
2024
Q1 		$5.79K Hold
75
– – ﹤0.01% 195
2023
Q4 		$5.65K Buy
+75
New +$5.18K ﹤0.01% 197

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

Kiely Wealth Advisory Group's SYY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Sysco (SYY) position steady in Q4 2024 at 75 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Kiely Wealth Advisory Group first reported a position in SYY in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.83K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Kiely Wealth Advisory Group held 75 shares of Sysco worth $5.26K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Sysco share count unchanged in Q4 2024.
  • Sysco made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #246 holding.
  • Kiely Wealth Advisory Group first reported a position in Sysco in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Sysco position peaked at $5.83K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.