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Lake Street Advisors Group’s Sysco SYY Stock Holding History

Lake Street Advisors 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 		$259K Buy
3,386
+59
+2% +$4.52K 0.01% 497
2024
Q3 		$260K Buy
3,327
+332
+11% +$25K 0.01% 495
2024
Q2 		$214K Sell
2,995
-306
-9% -$22.9K 0.01% 524
2024
Q1 		$268K Buy
3,301
+217
+7% +$17.1K 0.01% 487
2023
Q4 		$226K Buy
+3,084
New +$213K 0.01% 515
2020
Q1 		– Sell
-3,950
Closed -$338K – 283
2019
Q4 		$338K Sell
3,950
-846
-18% -$68.5K 0.03% 164
2019
Q3 		$372K Buy
4,796
+67
+1% +$4.92K 0.04% 123
2019
Q2 		$334K Buy
4,729
+296
+7% +$21.1K 0.04% 135
2019
Q1 		$296K Buy
4,433
+75
+2% +$4.88K 0.03% 155
2018
Q4 		$273K Buy
4,358
+36
+0.8% +$2.43K 0.03% 142
2018
Q3 		$317K Sell
4,322
-219
-5% -$15.8K 0.04% 131
2018
Q2 		$310K Sell
4,541
-1,215
-21% -$77.6K 0.03% 216
2018
Q1 		$345K Buy
5,756
+26
+0.5% +$1.57K 0.04% 176
2017
Q4 		$348K Buy
+5,730
New +$325K 0.04% 185

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 $113B AUM 38.87% 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

Lake Street Advisors Group's SYY Position: Q4 2024 in Review

Lake Street Advisors Group increased its Sysco (SYY) stake by 1.8% in Q4 2024, buying an estimated $4.52K and bringing the position to 3,386 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #497.

Lake Street Advisors Group first reported a position in SYY in Q4 2017 and has held it in 14 quarters since. The position peaked at $372K in Q3 2019. 1,556 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Lake Street Advisors Group held 3,386 shares of Sysco worth $259K as of Q4 2024.
  • Lake Street Advisors Group bought 59 Sysco shares in Q4 2024, an estimated $4.52K.
  • Sysco made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #497 holding.
  • Lake Street Advisors Group first reported a position in Sysco in Q4 2017 and has held it in 14 quarters since.
  • Lake Street Advisors Group's Sysco position peaked at $372K in Q3 2019.
  • 1,556 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.