McClarren Financial Advisors’s Sysco SYY Stock Holding History

McClarren 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 Q1	–	Sell	-682	Closed	-$52K	–	358
2024 Q4	$52K	Buy	+682	New	+$52.2K	0.15%	79
2024 Q3	–	Sell	-71	Closed	-$48K	–	345
2024 Q2	$48K	Sell	71 -598	-89%	-$44.7K	0.03%	149
2024 Q1	$55K	Buy	669 +5	+0.8%	+$394	0.04%	138
2023 Q4	$49K	Buy	664 +5	+0.8%	+$345	0.04%	160
2023 Q3	$43K	Buy	659 +4	+0.6%	+$287	0.04%	155
2023 Q2	$48K	Buy	655 +5	+0.8%	+$370	0.04%	155
2023 Q1	$50K	Buy	650 +4	+0.6%	+$307	0.05%	144
2022 Q4	$49K	Buy	646 +3	+0.5%	+$242	0.05%	149
2022 Q3	$45K	Buy	+643	New	+$53.6K	0.04%	137
2022 Q2	–	Sell	-636	Closed	-$51K	–	241
2022 Q1	$51K	Buy	636 +3	+0.5%	+$242	0.04%	124
2021 Q4	$50K	Buy	633 +5	+0.8%	+$385	0.03%	138
2021 Q3	$49K	Buy	628 +4	+0.6%	+$305	0.04%	117
2021 Q2	$48K	Buy	624 +3	+0.5%	+$242	0.04%	119
2021 Q1	$49K	Buy	621 +4	+0.6%	+$310	0.04%	110
2020 Q4	$45K	Buy	+617	New	+$42.4K	0.04%	103

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $74.9B 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