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Philip James Wealth Mangement’s Sysco SYY Stock Holding History

Philip James Wealth Mangement’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
2025
Q1 		– Sell
-3,708
Closed -$284K – 186
2024
Q4 		$284K Buy
3,708
+7
+0.2% +$536 0.04% 137
2024
Q3 		$289K Buy
3,701
+558
+18% +$41.9K 0.04% 128
2024
Q2 		$224K Sell
3,143
-352
-10% -$26.3K 0.15% 67
2024
Q1 		$284K Sell
3,495
-1,663
-32% -$131K 0.2% 51
2023
Q4 		$377K Buy
+5,158
New +$356K 0.29% 43

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Philip James Wealth Mangement's SYY Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,708 shares — an estimated $284K sold.

Philip James Wealth Mangement first reported a position in SYY in Q4 2023 and held it in 5 quarters. The position peaked at $377K in Q4 2023. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 3,708 Sysco shares in Q1 2025, an estimated $284K.
  • Philip James Wealth Mangement first reported a position in Sysco in Q4 2023 and held it in 5 quarters.
  • Philip James Wealth Mangement's Sysco position peaked at $377K in Q4 2023.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.