LBMC Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,615
| Closed | -$812K | – | 204 |
|
|
2024
Q4 | $812K | Hold |
10,615
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $829K | Hold |
10,615
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $758K | Hold |
10,615
| – | – | 0.07% | 82 |
|
|
2024
Q1 | $862K | Hold |
10,615
| – | – | 0.07% | 80 |
|
|
2023
Q4 | $776K | Hold |
10,615
| – | – | 0.07% | 74 |
|
|
2023
Q3 | $682K | Hold |
10,615
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $788K | Hold |
10,615
| – | – | 0.08% | 72 |
|
|
2023
Q1 | $820K | Hold |
10,615
| – | – | 0.08% | 69 |
|
|
2022
Q4 | $812K | Hold |
10,615
| – | – | 0.09% | 65 |
|
|
2022
Q3 | $751K | Hold |
10,615
| – | – | 0.09% | 61 |
|
|
2022
Q2 | $899K | Hold |
10,615
| – | – | 0.1% | 53 |
|
|
2022
Q1 | $867K | Hold |
10,615
| – | – | 0.08% | 67 |
|
|
2021
Q4 | $834K | Buy |
10,615
+8,342
| +367% | +$642K | 0.07% | 71 |
|
|
2021
Q3 | $833K | Sell |
2,273
-8,342
| -79% | -$636K | 0.08% | 69 |
|
|
2021
Q2 | $825K | Hold |
10,615
| – | – | 0.08% | 69 |
|
|
2021
Q1 | $836K | Sell |
10,615
-32
| -0.3% | -$2.48K | 0.09% | 57 |
|
|
2020
Q4 | $791K | Buy |
10,647
+32
| +0.3% | +$2.2K | 0.09% | 57 |
|
|
2020
Q3 | $660K | Hold |
10,615
| – | – | 0.09% | 56 |
|
|
2020
Q2 | $580K | Sell |
10,615
-28
| -0.3% | -$1.47K | 0.09% | 50 |
|
|
2020
Q1 | $486K | Hold |
10,643
| – | – | 0.09% | 51 |
|
|
2019
Q4 | $910K | Hold |
10,643
| – | – | 0.13% | 39 |
|
|
2019
Q3 | $845K | Hold |
10,643
| – | – | 0.13% | 38 |
|
|
2019
Q2 | $753K | Buy |
10,643
+28
| +0.3% | +$1.99K | 0.11% | 42 |
|
|
2019
Q1 | $709K | Sell |
10,615
-341
| -3% | -$22.2K | 0.11% | 41 |
|
|
2018
Q4 | $687K | Buy |
10,956
+341
| +3% | +$23K | 0.13% | 42 |
|
|
2018
Q3 | $778K | Hold |
10,615
| – | – | 0.12% | 40 |
|
|
2018
Q2 | $725K | Hold |
10,615
| – | – | 0.12% | 44 |
|
|
2018
Q1 | $636K | Hold |
10,615
| – | – | 0.11% | 41 |
|
|
2017
Q4 | $645K | Hold |
10,615
| – | – | 0.11% | 44 |
|
|
2017
Q3 | $573K | Hold |
10,615
| – | – | 0.1% | 45 |
|
|
2017
Q2 | $534K | Hold |
10,615
| – | – | 0.09% | 45 |
|
|
2017
Q1 | $551K | Hold |
10,615
| – | – | 0.1% | 48 |
|
|
2016
Q4 | $588K | Sell |
10,615
-6
| -0.1% | -$312 | 0.11% | 43 |
|
|
2016
Q3 | $521K | Buy |
+10,621
| New | +$545K | 0.1% | 49 |
|
Other funds holding SYY
LBMC Investment Advisors's SYY Position: Q1 2025 in Review
LBMC Investment Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 10,615 shares — an estimated $812K sold.
LBMC Investment Advisors first reported a position in SYY in Q3 2016 and held it in 34 quarters. The position peaked at $910K in Q4 2019. 1,526 funds tracked by Wall St. Rank hold SYY as of Q1 2025.
- LBMC Investment Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
- LBMC Investment Advisors sold 10,615 Sysco shares in Q1 2025, an estimated $812K.
- LBMC Investment Advisors first reported a position in Sysco in Q3 2016 and held it in 34 quarters.
- LBMC Investment Advisors's Sysco position peaked at $910K in Q4 2019.
- 1,526 funds tracked by Wall St. Rank held Sysco as of Q1 2025.
Based on LBMC Investment Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.