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LGT Financial Advisors’s Sysco SYY Stock Holding History

LGT Financial 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
Q3 		– Sell
-6
Closed -$454 – 614
2025
Q2 		$454 Buy
+6
New +$436 ﹤0.01% 441
2024
Q2 		– Sell
-8,584
Closed -$697K – 856
2024
Q1 		$697K Buy
8,584
+56
+0.7% +$4.41K 0.81% 22
2023
Q4 		$624K Buy
8,528
+65
+0.8% +$4.49K 0.76% 23
2023
Q3 		$559K Sell
8,463
-11,267
-57% -$810K 0.71% 24
2023
Q2 		$1.46M Buy
19,730
+6,998
+55% +$517K 1.56% 11
2023
Q1 		$983K Buy
12,732
+4,308
+51% +$331K 1.83% 11
2022
Q4 		$644K Buy
+8,424
New +$681K 0.76% 25

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Financial Advisors's SYY Position: Q3 2025 in Review

LGT Financial Advisors sold out of Sysco (SYY) in Q3 2025, closing a stake of 6 shares — an estimated $454 sold.

LGT Financial Advisors first reported a position in SYY in Q4 2022 and held it in 7 quarters. The position peaked at $1.46M in Q2 2023. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • LGT Financial Advisors reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 6 Sysco shares in Q3 2025, an estimated $454.
  • LGT Financial Advisors first reported a position in Sysco in Q4 2022 and held it in 7 quarters.
  • LGT Financial Advisors's Sysco position peaked at $1.46M in Q2 2023.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.