Ruedi Wealth Management’s Sysco SYY Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-177	Closed	-$13.3K	–	286
2025 Q1	$13.3K	Hold	177	–	–	﹤0.01%	149
2024 Q4	$13.5K	Hold	177	–	–	﹤0.01%	149
2024 Q3	$13.8K	Sell	177 -43	-20%	-$3.23K	﹤0.01%	150
2024 Q2	$15.7K	Buy	220 +86	+64%	+$6.43K	0.01%	145
2024 Q1	$10.9K	Hold	134	–	–	﹤0.01%	158
2023 Q4	$9.8K	Hold	134	–	–	﹤0.01%	143
2023 Q3	$8.85K	Hold	134	–	–	0.01%	137
2023 Q2	$9.94K	Hold	134	–	–	0.01%	137
2023 Q1	$10.3K	Hold	134	–	–	0.01%	155
2022 Q4	$10.2K	Buy	+134	New	+$10.8K	0.01%	138

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ruedi Wealth Management's SYY Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Sysco (SYY) in Q2 2025, closing a stake of 177 shares — an estimated $13.3K sold.

Ruedi Wealth Management first reported a position in SYY in Q4 2022 and held it in 10 quarters. The position peaked at $15.7K in Q2 2024. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

Ruedi Wealth Management reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 177 Sysco shares in Q2 2025, an estimated $13.3K.
Ruedi Wealth Management first reported a position in Sysco in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Sysco position peaked at $15.7K in Q2 2024.
1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.