Rise Advisors’s Sysco SYY Stock Holding History

Rise Advisors’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 Q4	–	Sell	-288	Closed	-$23.7K	–	1274
2025 Q3	$23.7K	Buy	288 +8	+3%	+$640	0.01%	477
2025 Q2	$21.2K	Buy	280 +1	+0.4%	+$73	0.01%	498
2025 Q1	$20.9K	Sell	279 -10	-3%	-$733	0.01%	475
2024 Q4	$22.1K	Sell	289 -94	-25%	-$7.2K	0.01%	591
2024 Q3	$29.9K	Sell	383 -625	-62%	-$47K	0.01%	418
2024 Q2	$72K	Buy	1,008 +76	+8%	+$5.68K	0.04%	181
2024 Q1	$75.7K	Buy	932 +312	+50%	+$24.6K	0.04%	175
2023 Q4	$45.3K	Buy	620 +5	+0.8%	+$345	0.03%	167
2023 Q3	$40.6K	Buy	615 +4	+0.7%	+$287	0.03%	154
2023 Q2	$45.4K	Sell	611 -1	-0.2%	-$74	0.04%	154
2023 Q1	$47.3K	Buy	612 +8	+1%	+$614	0.04%	154
2022 Q4	$46.1K	Buy	604 +4	+0.7%	+$323	0.04%	158
2022 Q3	$42K	Buy	+600	New	+$50K	0.03%	170

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return