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Morningstar Investment Services’s Sysco SYY Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-5,016
Closed -$390K – 364
2024
Q3 		$390K Buy
+5,016
New +$377K ﹤0.01% 307
2016
Q1 		– Sell
-24,594
Closed -$1.01M – 232
2015
Q4 		$1.01M Sell
24,594
-49,991
-67% -$2.05M 0.04% 157
2015
Q3 		$2.91M Sell
74,585
-10,914
-13% -$416K 0.12% 127
2015
Q2 		$3.09M Sell
85,499
-3,753
-4% -$140K 0.13% 124
2015
Q1 		$3.37M Sell
89,252
-3,629
-4% -$143K 0.15% 114
2014
Q4 		$3.69M Sell
92,881
-50,165
-35% -$1.94M 0.17% 109
2014
Q3 		$5.43M Buy
143,046
+12,174
+9% +$454K 0.28% 88
2014
Q2 		$4.9M Buy
130,872
+31,348
+31% +$1.15M 0.28% 87
2014
Q1 		$3.6M Buy
99,524
+17,716
+22% +$636K 0.25% 91
2013
Q4 		$2.95M Buy
81,808
+7,202
+10% +$243K 0.22% 95
2013
Q3 		$2.36M Sell
74,606
-169,824
-69% -$5.7M 0.21% 97
2013
Q2 		$8.35M Buy
+244,430
New +$8.42M 0.87% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morningstar Investment Services's SYY Position: Q4 2024 in Review

Morningstar Investment Services sold out of Sysco (SYY) in Q4 2024, closing a stake of 5,016 shares — an estimated $390K sold.

Morningstar Investment Services first reported a position in SYY in Q2 2013 and held it in 12 quarters. The position peaked at $8.35M in Q2 2013. 1,556 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Morningstar Investment Services reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,016 Sysco shares in Q4 2024, an estimated $390K.
  • Morningstar Investment Services first reported a position in Sysco in Q2 2013 and held it in 12 quarters.
  • Morningstar Investment Services's Sysco position peaked at $8.35M in Q2 2013.
  • 1,556 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.