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Petrus Trust Company’s Sysco SYY Stock Holding History

Petrus Trust Company’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
-5,197
Closed -$406K – 734
2024
Q3 		$406K Buy
5,197
+2,138
+70% +$161K 0.04% 306
2024
Q2 		$218K Buy
+3,059
New +$229K 0.02% 525
2021
Q4 		– Sell
-82,801
Closed -$6.5M – 164
2021
Q3 		$6.5M Hold
82,801
– – 0.72% 39
2021
Q2 		$6.44M Sell
82,801
-11,436
-12% -$923K 0.68% 40
2021
Q1 		$7.42M Hold
94,237
– – 0.71% 32
2020
Q4 		$7M Sell
94,237
-19,652
-17% -$1.35M 0.69% 28
2020
Q3 		$7.09M Buy
113,889
+5,731
+5% +$333K 0.74% 32
2020
Q2 		$5.91M Buy
+108,158
New +$5.69M 0.69% 39
2016
Q4 		– Sell
-39,464
Closed -$1.93M – 226
2016
Q3 		$1.93M Sell
39,464
-52,924
-57% -$2.72M 0.44% 50
2016
Q2 		$4.69M Hold
92,388
– – 1.06% 34
2016
Q1 		$4.32M Sell
92,388
-13,442
-13% -$580K 0.89% 42
2015
Q4 		$4.34M Hold
105,830
– – 0.9% 42
2015
Q3 		$4.12M Sell
105,830
-146,797
-58% -$5.6M 0.88% 46
2015
Q2 		$9.12M Sell
252,627
-134,960
-35% -$5.05M 2.07% 20
2015
Q1 		$14.6M Hold
387,587
– – 3.41% 7
2014
Q4 		$15.4M Hold
387,587
– – 3.78% 6
2014
Q3 		$14.7M Buy
387,587
+6,135
+2% +$229K 3.63% 7
2014
Q2 		$14.3M Hold
381,452
– – 3.81% 8
2014
Q1 		$13.8M Sell
381,452
-17,931
-4% -$644K 3.56% 9
2013
Q4 		$14.4M Sell
399,383
-57,746
-13% -$1.95M 3.78% 6
2013
Q3 		$14.6M Buy
457,129
+51,808
+13% +$1.74M 3.84% 5
2013
Q2 		$13.8M Buy
+405,321
New +$14M 3.52% 7

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

Petrus Trust Company's SYY Position: Q4 2024 in Review

Petrus Trust Company sold out of Sysco (SYY) in Q4 2024, closing a stake of 5,197 shares — an estimated $406K sold.

Petrus Trust Company first reported a position in SYY in Q2 2013 and held it in 22 quarters. The position peaked at $15.4M in Q4 2014. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Petrus Trust Company reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 5,197 Sysco shares in Q4 2024, an estimated $406K.
  • Petrus Trust Company first reported a position in Sysco in Q2 2013 and held it in 22 quarters.
  • Petrus Trust Company's Sysco position peaked at $15.4M in Q4 2014.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.