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SYY icon

Lee Financial’s Sysco SYY Stock Holding History

Lee Financial’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
2025
Q1 		– Sell
-8,270
Closed -$632K – 180
2024
Q4 		$632K Sell
8,270
-10,461
-56% -$801K 0.09% 102
2024
Q3 		$1.46M Buy
18,731
+1,728
+10% +$130K 0.21% 55
2024
Q2 		$1.21M Sell
17,003
-970
-5% -$72.5K 0.2% 56
2024
Q1 		$1.46M Sell
17,973
-131
-0.7% -$10.3K 0.24% 47
2023
Q4 		$1.32M Buy
18,104
+23
+0.1% +$1.59K 0.23% 49
2023
Q3 		$1.19M Sell
18,081
-1,300
-7% -$93.4K 0.22% 49
2023
Q2 		$1.44M Hold
19,381
– – 0.25% 45
2023
Q1 		$1.5M Sell
19,381
-2,865
-13% -$220K 0.26% 49
2022
Q4 		$1.7M Buy
22,246
+351
+2% +$28.4K 0.29% 47
2022
Q3 		$1.55M Buy
21,895
+37
+0.2% +$3.08K 0.29% 49
2022
Q2 		$1.85M Sell
21,858
-93
-0.4% -$7.79K 0.34% 38
2022
Q1 		$1.79M Buy
21,951
+27
+0.1% +$2.18K 0.32% 41
2021
Q4 		$1.72M Buy
21,924
+8,726
+66% +$672K 0.32% 43
2021
Q3 		$1.04M Buy
13,198
+12,798
+3,200% +$976K 0.21% 59
2021
Q2 		$31K Hold
400
– – 0.01% 270
2021
Q1 		$31K Hold
400
– – 0.01% 264
2020
Q4 		$30K Hold
400
– – 0.01% 247
2020
Q3 		$25K Sell
400
-121
-23% -$7.04K 0.01% 292
2020
Q2 		$28K Buy
521
+400
+331% +$21K 0.01% 251
2020
Q1 		$6K Hold
121
– – ﹤0.01% 365
2019
Q4 		$10K Hold
121
– – ﹤0.01% 350
2019
Q3 		$10K Hold
121
– – ﹤0.01% 346
2019
Q2 		$9K Hold
121
– – ﹤0.01% 372
2019
Q1 		$8K Hold
121
– – ﹤0.01% 376
2018
Q4 		$8K Hold
121
– – ﹤0.01% 324
2018
Q3 		$9K Sell
121
-127
-51% -$9.15K ﹤0.01% 351
2018
Q2 		$17K Hold
248
– – ﹤0.01% 382
2018
Q1 		$15K Buy
248
+127
+105% +$7.69K ﹤0.01% 406
2017
Q4 		$7K Buy
+121
New +$6.86K ﹤0.01% 403

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's SYY Position: Q1 2025 in Review

Lee Financial sold out of Sysco (SYY) in Q1 2025, closing a stake of 8,270 shares — an estimated $632K sold.

Lee Financial first reported a position in SYY in Q4 2017 and held it in 29 quarters. The position peaked at $1.85M in Q2 2022. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Lee Financial reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Lee Financial sold 8,270 Sysco shares in Q1 2025, an estimated $632K.
  • Lee Financial first reported a position in Sysco in Q4 2017 and held it in 29 quarters.
  • Lee Financial's Sysco position peaked at $1.85M in Q2 2022.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Lee Financial's 13F filing for Q1 2025, filed 13 May 2025.