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Longfellow Investment Management’s Sysco SYY Stock Holding History

Longfellow Investment Management’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 		– Sell
-5,248
Closed -$401K – 309
2024
Q4 		$401K Sell
5,248
-336
-6% -$25.7K 0.1% 108
2024
Q3 		$436K Buy
5,584
+33
+0.6% +$2.48K 0.11% 111
2024
Q2 		$396K Buy
5,551
+38
+0.7% +$2.84K 0.1% 106
2024
Q1 		$448K Buy
5,513
+17
+0.3% +$1.34K 0.1% 101
2023
Q4 		$402K Buy
5,496
+1,803
+49% +$124K 0.1% 105
2023
Q3 		$244K Buy
+3,693
New +$265K 0.06% 116
2021
Q4 		– Sell
-4,005
Closed -$315K – 422
2021
Q3 		$315K Hold
4,005
– – 0.05% 189
2021
Q2 		$312K Sell
4,005
-4,513
-53% -$364K 0.04% 199
2021
Q1 		$671K Sell
8,518
-1,256
-13% -$97.4K 0.08% 214
2020
Q4 		$727K Buy
+9,774
New +$672K 0.09% 174

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longfellow Investment Management's SYY Position: Q1 2025 in Review

Longfellow Investment Management sold out of Sysco (SYY) in Q1 2025, closing a stake of 5,248 shares — an estimated $401K sold.

Longfellow Investment Management first reported a position in SYY in Q4 2020 and held it in 10 quarters. The position peaked at $727K in Q4 2020. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Longfellow Investment Management reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 5,248 Sysco shares in Q1 2025, an estimated $401K.
  • Longfellow Investment Management first reported a position in Sysco in Q4 2020 and held it in 10 quarters.
  • Longfellow Investment Management's Sysco position peaked at $727K in Q4 2020.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.