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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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Advisors's SYY Position: Q1 2025 in Review

Legacy Advisors reduced its Sysco (SYY) stake by 5.6% in Q1 2025, selling an estimated $67.7K and leaving 15,627 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #140.

Legacy Advisors first reported a position in SYY in Q3 2018 and has held it in 19 quarters since. The position peaked at $4.12M in Q1 2023. 1,526 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Legacy Advisors held 15,627 shares of Sysco worth $1.17M as of Q1 2025.
  • Legacy Advisors sold 923 Sysco shares in Q1 2025, an estimated $67.7K.
  • Sysco made up 0.12% of Legacy Advisors's portfolio in Q1 2025, its #140 holding.
  • Legacy Advisors first reported a position in Sysco in Q3 2018 and has held it in 19 quarters since.
  • Legacy Advisors's Sysco position peaked at $4.12M in Q1 2023.
  • 1,526 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.