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Lebenthal Global Advisors’s Sysco SYY Stock Holding History

Lebenthal Global 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
2024
Q4 		– Sell
-3,959
Closed -$309K – 210
2024
Q3 		$309K Buy
3,959
+84
+2% +$6.32K 0.06% 156
2024
Q2 		$277K Buy
3,875
+24
+0.6% +$1.79K 0.06% 159
2024
Q1 		$313K Sell
3,851
-2
-0.1% -$158 0.07% 156
2023
Q4 		$282K Buy
+3,853
New +$266K 0.07% 161
2021
Q2 		– Sell
-6,547
Closed -$515K – 182
2021
Q1 		$515K Buy
+6,547
New +$508K 0.32% 46

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

Lebenthal Global Advisors's SYY Position: Q4 2024 in Review

Lebenthal Global Advisors sold out of Sysco (SYY) in Q4 2024, closing a stake of 3,959 shares — an estimated $309K sold.

Lebenthal Global Advisors first reported a position in SYY in Q1 2021 and held it in 5 quarters. The position peaked at $515K in Q1 2021. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Lebenthal Global Advisors reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 3,959 Sysco shares in Q4 2024, an estimated $309K.
  • Lebenthal Global Advisors first reported a position in Sysco in Q1 2021 and held it in 5 quarters.
  • Lebenthal Global Advisors's Sysco position peaked at $515K in Q1 2021.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Lebenthal Global Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.