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Retirement Financial Solutions’s Sysco SYY Stock Holding History

Retirement Financial 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
2025
Q1 		– Sell
-4,072
Closed -$311K – 46
2024
Q4 		$311K Hold
4,072
– – 0.17% 35
2024
Q3 		$318K Hold
4,072
– – 0.14% 37
2024
Q2 		$291K Hold
4,072
– – 0.14% 38
2024
Q1 		$331K Hold
4,072
– – 0.17% 38
2023
Q4 		$298K Buy
+4,072
New +$281K 0.17% 42
2023
Q3 		– Sell
-4,072
Closed -$302K – 45
2023
Q2 		$302K Sell
4,072
-45
-1% -$3.33K 0.21% 27
2023
Q1 		$318K Buy
4,117
+45
+1% +$3.45K 0.25% 27
2022
Q4 		$311K Buy
+4,072
New +$329K 0.26% 25

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

Retirement Financial Solutions's SYY Position: Q1 2025 in Review

Retirement Financial Solutions sold out of Sysco (SYY) in Q1 2025, closing a stake of 4,072 shares — an estimated $311K sold.

Retirement Financial Solutions first reported a position in SYY in Q4 2022 and held it in 8 quarters. The position peaked at $331K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Retirement Financial Solutions reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 4,072 Sysco shares in Q1 2025, an estimated $311K.
  • Retirement Financial Solutions first reported a position in Sysco in Q4 2022 and held it in 8 quarters.
  • Retirement Financial Solutions's Sysco position peaked at $331K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Retirement Financial Solutions's 13F filing for Q1 2025, filed 16 Apr 2025.