Optimum Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.9K | Hold |
168
| – | – | 0.01% | 479 |
|
|
2025
Q2 | $12.8K | Hold |
168
| – | – | 0.01% | 490 |
|
|
2025
Q1 | $12.6K | Hold |
168
| – | – | 0.01% | 491 |
|
|
2024
Q4 | $12.9K | Hold |
168
| – | – | 0.01% | 483 |
|
|
2024
Q3 | $13.1K | Hold |
168
| – | – | 0.01% | 506 |
|
|
2024
Q2 | $12K | Hold |
168
| – | – | 0.01% | 504 |
|
|
2024
Q1 | $13.7K | Hold |
168
| – | – | 0.01% | 494 |
|
|
2023
Q4 | $12.3K | Hold |
168
| – | – | 0.01% | 498 |
|
|
2023
Q3 | $11.1K | Hold |
168
| – | – | 0.01% | 531 |
|
|
2023
Q2 | $12.5K | Sell |
168
-37
| -18% | -$2.74K | 0.01% | 531 |
|
|
2023
Q1 | $15.9K | Hold |
205
| – | – | 0.01% | 508 |
|
|
2022
Q4 | $15.7K | Hold |
205
| – | – | 0.01% | 522 |
|
|
2022
Q3 | $15K | Buy |
205
+37
| +22% | +$3.08K | 0.01% | 535 |
|
|
2022
Q2 | $14K | Hold |
168
| – | – | 0.01% | 564 |
|
|
2022
Q1 | $14K | Hold |
168
| – | – | 0.01% | 610 |
|
|
2021
Q4 | $13K | Hold |
168
| – | – | 0.01% | 655 |
|
|
2021
Q3 | $13K | Hold |
168
| – | – | 0.01% | 652 |
|
|
2021
Q2 | $13K | Hold |
168
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $13K | Hold |
168
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $13K | Sell |
168
-1,000
| -86% | -$68.8K | ﹤0.01% | 692 |
|
|
2020
Q3 | $73K | Hold |
1,168
| – | – | 0.02% | 385 |
|
|
2020
Q2 | $64K | Hold |
1,168
| – | – | 0.02% | 395 |
|
|
2020
Q1 | $53K | Hold |
1,168
| – | – | 0.02% | 417 |
|
|
2019
Q4 | $100K | Hold |
1,168
| – | – | 0.03% | 392 |
|
|
2019
Q3 | $93K | Hold |
1,168
| – | – | 0.03% | 386 |
|
|
2019
Q2 | $83K | Hold |
1,168
| – | – | 0.03% | 415 |
|
|
2019
Q1 | $78K | Hold |
1,168
| – | – | 0.03% | 426 |
|
|
2018
Q4 | $73K | Hold |
1,168
| – | – | 0.03% | 404 |
|
|
2018
Q3 | $86K | Hold |
1,168
| – | – | 0.02% | 426 |
|
|
2018
Q2 | $80K | Hold |
1,168
| – | – | 0.02% | 439 |
|
|
2018
Q1 | $70K | Buy |
+1,168
| New | +$70.7K | 0.02% | 464 |
|
|
2015
Q1 | $37K | Hold |
1,000
| – | – | 0.01% | 568 |
|
|
2014
Q4 | $40K | Sell |
1,000
-500
| -33% | -$19.4K | 0.01% | 567 |
|
|
2014
Q3 | $58K | Hold |
1,500
| – | – | 0.02% | 447 |
|
|
2014
Q2 | $56K | Buy |
1,500
+300
| +25% | +$11K | 0.02% | 464 |
|
|
2014
Q1 | $43K | Sell |
1,200
-78
| -6% | -$2.8K | 0.02% | 415 |
|
|
2013
Q4 | $46K | Buy |
1,278
+578
| +83% | +$19.5K | 0.02% | 407 |
|
|
2013
Q3 | $22K | Buy |
+700
| New | +$23.5K | 0.01% | 479 |
|
Other funds holding SYY
Optimum Investment Advisors's SYY Position: Q3 2025 in Review
Optimum Investment Advisors held its Sysco (SYY) position steady in Q3 2025 at 168 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #479.
Optimum Investment Advisors first reported a position in SYY in Q3 2013 and has held it in 38 quarters since. The position peaked at $100K in Q4 2019. 1,552 funds tracked by Wall St. Rank hold SYY as of Q3 2025.
- Optimum Investment Advisors held 168 shares of Sysco worth $13.9K as of Q3 2025.
- Optimum Investment Advisors left its Sysco share count unchanged in Q3 2025.
- Sysco made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #479 holding.
- Optimum Investment Advisors first reported a position in Sysco in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Sysco position peaked at $100K in Q4 2019.
- 1,552 funds tracked by Wall St. Rank held Sysco as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.