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Marcum Wealth’s Sysco SYY Stock Holding History

Marcum Wealth’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
-3,274
Closed -$250K – 422
2024
Q4 		$250K Buy
3,274
+46
+1% +$3.52K 0.02% 320
2024
Q3 		$252K Sell
3,228
-453
-12% -$34.1K 0.02% 323
2024
Q2 		$263K Buy
3,681
+105
+3% +$7.85K 0.03% 295
2024
Q1 		$290K Buy
+3,576
New +$282K 0.03% 275
2023
Q4 		– Sell
-3,776
Closed -$249K – 397
2023
Q3 		$249K Sell
3,776
-214
-5% -$15.4K 0.03% 278
2023
Q2 		$296K Buy
3,990
+181
+5% +$13.4K 0.03% 250
2023
Q1 		$294K Sell
3,809
-2
-0.1% -$153 0.04% 246
2022
Q4 		$291K Buy
3,811
+505
+15% +$40.8K 0.04% 246
2022
Q3 		$234K Sell
3,306
-389
-11% -$32.4K 0.04% 276
2022
Q2 		$313K Buy
3,695
+67
+2% +$5.61K 0.05% 227
2022
Q1 		$296K Buy
3,628
+1,070
+42% +$86.5K 0.04% 245
2021
Q4 		$201K Sell
2,558
-1,090
-30% -$83.9K 0.03% 324
2021
Q3 		$286K Sell
3,648
-95
-3% -$7.25K 0.04% 245
2021
Q2 		$291K Buy
+3,743
New +$302K 0.05% 225

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

Marcum Wealth's SYY Position: Q1 2025 in Review

Marcum Wealth sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,274 shares — an estimated $250K sold.

Marcum Wealth first reported a position in SYY in Q2 2021 and held it in 14 quarters. The position peaked at $313K in Q2 2022. 1,523 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Marcum Wealth reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 3,274 Sysco shares in Q1 2025, an estimated $250K.
  • Marcum Wealth first reported a position in Sysco in Q2 2021 and held it in 14 quarters.
  • Marcum Wealth's Sysco position peaked at $313K in Q2 2022.
  • 1,523 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.