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Liberty Square Wealth Partners’s Sysco SYY Stock Holding History

Liberty Square Wealth Partners’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
-7,380
Closed -$554K – 152
2025
Q1 		$554K Hold
7,380
– – 0.21% 72
2024
Q4 		$525K Buy
+7,380
New +$565K 0.19% 78

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Square Wealth Partners's SYY Position: Q2 2025 in Review

Liberty Square Wealth Partners sold out of Sysco (SYY) in Q2 2025, closing a stake of 7,380 shares — an estimated $554K sold.

Liberty Square Wealth Partners first reported a position in SYY in Q4 2024 and held it in 2 quarters. The position peaked at $554K in Q1 2025. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • Liberty Square Wealth Partners reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 7,380 Sysco shares in Q2 2025, an estimated $554K.
  • Liberty Square Wealth Partners first reported a position in Sysco in Q4 2024 and held it in 2 quarters.
  • Liberty Square Wealth Partners's Sysco position peaked at $554K in Q1 2025.
  • 1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.