PCS
SYY icon

Personal CFO Solutions’s Sysco SYY Stock Holding History

Personal CFO Solutions’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
-2,894
Closed -$226K – 594
2024
Q3 		$226K Sell
2,894
-1,799
-38% -$135K 0.03% 503
2024
Q2 		$335K Sell
4,693
-67
-1% -$5.01K 0.05% 351
2024
Q1 		$386K Sell
4,760
-238
-5% -$18.8K 0.06% 323
2023
Q4 		$366K Sell
4,998
-923
-16% -$63.7K 0.06% 318
2023
Q3 		$391K Buy
5,921
+197
+3% +$14.2K 0.08% 261
2023
Q2 		$425K Buy
5,724
+165
+3% +$12.2K 0.09% 241
2023
Q1 		$429K Buy
5,559
+200
+4% +$15.3K 0.09% 222
2022
Q4 		$410K Buy
5,359
+2,369
+79% +$191K 0.09% 219
2022
Q3 		$211K Sell
2,990
-244
-8% -$20.3K 0.05% 358
2022
Q2 		$274K Sell
3,234
-486
-13% -$40.7K 0.06% 291
2022
Q1 		$304K Buy
3,720
+619
+20% +$50K 0.06% 321
2021
Q4 		$244K Buy
3,101
+184
+6% +$14.2K 0.05% 390
2021
Q3 		$229K Buy
2,917
+233
+9% +$17.8K 0.05% 391
2021
Q2 		$209K Buy
+2,684
New +$217K 0.04% 400

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

Personal CFO Solutions's SYY Position: Q4 2024 in Review

Personal CFO Solutions sold out of Sysco (SYY) in Q4 2024, closing a stake of 2,894 shares — an estimated $226K sold.

Personal CFO Solutions first reported a position in SYY in Q2 2021 and held it in 14 quarters. The position peaked at $429K in Q1 2023. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Personal CFO Solutions reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,894 Sysco shares in Q4 2024, an estimated $226K.
  • Personal CFO Solutions first reported a position in Sysco in Q2 2021 and held it in 14 quarters.
  • Personal CFO Solutions's Sysco position peaked at $429K in Q1 2023.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.