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Red Mountain Financial’s Sysco SYY Stock Holding History

Red Mountain Financial’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
-2,961
Closed -$231K – 70
2024
Q3 		$231K Sell
2,961
-137
-4% -$10.3K 0.25% 59
2024
Q2 		$221K Buy
+3,098
New +$232K 0.27% 54
2023
Q4 		$226K Buy
+3,095
New +$214K 0.35% 57

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Red Mountain Financial's SYY Position: Q4 2024 in Review

Red Mountain Financial sold out of Sysco (SYY) in Q4 2024, closing a stake of 2,961 shares — an estimated $231K sold.

Red Mountain Financial first reported a position in SYY in Q4 2023 and held it in 3 quarters. The position peaked at $231K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Red Mountain Financial reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Red Mountain Financial sold 2,961 Sysco shares in Q4 2024, an estimated $231K.
  • Red Mountain Financial first reported a position in Sysco in Q4 2023 and held it in 3 quarters.
  • Red Mountain Financial's Sysco position peaked at $231K in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Red Mountain Financial's 13F filing for Q4 2024, filed 12 Feb 2025.