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Livelsberger Financial Advisory’s Sysco SYY Stock Holding History

Livelsberger Financial Advisory’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
-602
Closed -$45.6K – 71
2025
Q2 		$45.6K Buy
+602
New +$43.7K 0.88% 29
2024
Q4 		– Sell
-602
Closed -$47K – 66
2024
Q3 		$47K Buy
+602
New +$45.3K 0.99% 28
2024
Q1 		– Sell
-602
Closed -$44K – 175
2023
Q4 		$44K Buy
+602
New +$41.6K 0.04% 171

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

Livelsberger Financial Advisory's SYY Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Sysco (SYY) in Q3 2025, closing a stake of 602 shares — an estimated $45.6K sold.

Livelsberger Financial Advisory first reported a position in SYY in Q4 2023 and held it in 3 quarters. The position peaked at $47K in Q3 2024. 1,554 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 602 Sysco shares in Q3 2025, an estimated $45.6K.
  • Livelsberger Financial Advisory first reported a position in Sysco in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Sysco position peaked at $47K in Q3 2024.
  • 1,554 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.