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Operose Advisors’s Sysco SYY Stock Holding History

Operose 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
2024
Q4 		– Sell
-105
Closed -$8.2K – 619
2024
Q3 		$8.2K Hold
105
– – ﹤0.01% 513
2024
Q2 		$7.5K Sell
105
-393
-79% -$29.4K ﹤0.01% 476
2024
Q1 		$40.4K Hold
498
– – 0.01% 273
2023
Q4 		$36.4K Sell
498
-490
-50% -$33.8K 0.01% 257
2023
Q3 		$65.3K Buy
988
+395
+67% +$28.4K 0.03% 260
2023
Q2 		$44K Hold
593
– – 0.02% 169
2023
Q1 		$45.8K Hold
593
– – 0.02% 162
2022
Q4 		$45.3K Hold
593
– – 0.02% 160
2022
Q3 		$42K Sell
593
-500
-46% -$41.6K 0.03% 160
2022
Q2 		$93K Hold
1,093
– – 0.07% 107
2022
Q1 		$89K Buy
1,093
+500
+84% +$40.4K 0.06% 115
2021
Q4 		$47K Buy
+593
New +$45.6K 0.04% 141

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

Operose Advisors's SYY Position: Q4 2024 in Review

Operose Advisors sold out of Sysco (SYY) in Q4 2024, closing a stake of 105 shares — an estimated $8.2K sold.

Operose Advisors first reported a position in SYY in Q4 2021 and held it in 12 quarters. The position peaked at $93K in Q2 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Operose Advisors reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 105 Sysco shares in Q4 2024, an estimated $8.2K.
  • Operose Advisors first reported a position in Sysco in Q4 2021 and held it in 12 quarters.
  • Operose Advisors's Sysco position peaked at $93K in Q2 2022.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.