Osprey Private Wealth’s Sysco SYY Stock Holding History

Osprey Private 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
2024 Q4	–	Sell	-2,875	Closed	-$224K	–	50
2024 Q3	$224K	Buy	+2,875	New	+$216K	0.16%	46

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

Osprey Private Wealth's SYY Position: Q4 2024 in Review

Osprey Private Wealth sold out of Sysco (SYY) in Q4 2024, closing a stake of 2,875 shares — an estimated $224K sold.

Osprey Private Wealth first reported a position in SYY in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

Osprey Private Wealth reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
Osprey Private Wealth sold 2,875 Sysco shares in Q4 2024, an estimated $224K.
Osprey Private Wealth first reported a position in Sysco in Q3 2024 and held it in 1 quarter.
Osprey Private Wealth's Sysco position peaked at $224K in Q3 2024.
1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Osprey Private Wealth's 13F filing for Q4 2024, filed 27 Jan 2025.