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SYY icon

NWAM LLC’s Sysco SYY Stock Holding History

NWAM LLC’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
-5,941
Closed -$454K – 595
2024
Q4 		$454K Sell
5,941
-73
-1% -$5.59K 0.03% 394
2024
Q3 		$469K Buy
+6,014
New +$452K 0.03% 395
2024
Q2 		– Sell
-5,931
Closed -$450K – 488
2024
Q1 		$450K Sell
5,931
-1
-0% -$79 0.04% 350
2023
Q4 		$434K Sell
5,932
-23
-0.4% -$1.59K 0.03% 360
2023
Q3 		$393K Sell
5,955
-67
-1% -$4.81K 0.04% 343
2023
Q2 		$447K Buy
6,022
+70
+1% +$5.18K 0.04% 347
2023
Q1 		$460K Sell
5,952
-64
-1% -$4.91K 0.05% 292
2022
Q4 		$460K Buy
6,016
+37
+0.6% +$2.99K 0.04% 326
2022
Q3 		$423K Buy
5,979
+490
+9% +$40.8K 0.04% 320
2022
Q2 		$468K Sell
5,489
-15
-0.3% -$1.26K 0.04% 313
2022
Q1 		$449K Buy
+5,504
New +$445K 0.03% 348
2021
Q2 		– Sell
-8,269
Closed -$651K – 523
2021
Q1 		$651K Buy
+8,269
New +$641K 0.06% 263
2020
Q3 		– Sell
-8,231
Closed -$450K – 407
2020
Q2 		$450K Buy
+8,231
New +$433K 0.06% 258

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

NWAM LLC's SYY Position: Q1 2025 in Review

NWAM LLC sold out of Sysco (SYY) in Q1 2025, closing a stake of 5,941 shares — an estimated $454K sold.

NWAM LLC first reported a position in SYY in Q2 2020 and held it in 13 quarters. The position peaked at $651K in Q1 2021. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • NWAM LLC reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • NWAM LLC sold 5,941 Sysco shares in Q1 2025, an estimated $454K.
  • NWAM LLC first reported a position in Sysco in Q2 2020 and held it in 13 quarters.
  • NWAM LLC's Sysco position peaked at $651K in Q1 2021.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.