Legacy Advisors’s Sysco SYY Stock Holding History

Legacy 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
2025 Q2	–	Sell	-15,627	Closed	-$1.17M	–	357
2025 Q1	$1.17M	Sell	15,627 -923	-6%	-$67.7K	0.12%	140
2024 Q4	$1.27M	Sell	16,550 -1,708	-9%	-$131K	0.12%	130
2024 Q3	$1.43M	Buy	18,258 +1,256	+7%	+$94.4K	0.15%	116
2024 Q2	$1.21M	Sell	17,002 -1,239	-7%	-$92.6K	0.15%	108
2024 Q1	$1.48M	Sell	18,241 -13,470	-42%	-$1.06M	0.19%	97
2023 Q4	$2.32M	Sell	31,711 -17,702	-36%	-$1.22M	0.3%	71
2023 Q3	$3.26M	Sell	49,413 -2,040	-4%	-$147K	0.53%	44
2023 Q2	$3.82M	Sell	51,453 -1,849	-3%	-$137K	0.57%	36
2023 Q1	$4.12M	Buy	53,302 +3,037	+6%	+$233K	0.76%	23
2022 Q4	$3.84M	Buy	50,265 +5,192	+12%	+$419K	0.7%	26
2022 Q3	$3.19M	Buy	45,073 +2,315	+5%	+$193K	0.7%	24
2022 Q2	$3.62M	Buy	42,758 +5,880	+16%	+$493K	0.76%	18
2022 Q1	$3.03M	Buy	+36,878	New	+$2.98M	0.59%	25
2020 Q1	–	Sell	-4,000	Closed	-$342K	–	131
2019 Q4	$342K	Hold	4,000	–	–	0.22%	92
2019 Q3	$318K	Hold	4,000	–	–	0.24%	82
2019 Q2	$283K	Sell	4,000 -4,000	-50%	-$285K	0.19%	87
2019 Q1	$534K	Buy	8,000 +3,913	+96%	+$255K	0.17%	99
2018 Q4	$256K	Buy	4,087 +87	+2%	+$5.87K	0.19%	97
2018 Q3	$293K	Buy	+4,000	New	+$288K	0.14%	116

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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

Norges Bank Oslo, Norway $935B AUM