Members Wealth’s Sysco SYY Stock Holding History

Members 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	-3,688	Closed	-$259K	–	112
2024 Q4	$259K	Buy	+3,688	New	+$282K	0.19%	91

Other funds holding SYY

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

BlackRock New York $5.72T 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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Members Wealth's SYY Position: Q1 2025 in Review

Members Wealth sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,688 shares — an estimated $259K sold.

Members Wealth first reported a position in SYY in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Members Wealth reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Members Wealth sold 3,688 Sysco shares in Q1 2025, an estimated $259K.
Members Wealth first reported a position in Sysco in Q4 2024 and held it in 1 quarter.
Members Wealth's Sysco position peaked at $259K in Q4 2024.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.