EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$962K Sell
11,512
-926
-7% -$70.1K 0.76% 38
2026
Q1
$887K Buy
12,438
+1,129
+10% +$93.3K 0.76% 37
2025
Q4
$833K Buy
11,309
+4,589
+68% +$349K 0.69% 41
2025
Q3
$553K Hold
6,720
0.48% 66
2025
Q2
$509K Sell
6,720
-569
-8% -$41.3K 0.49% 66
2025
Q1
$547K Buy
7,289
+1,194
+20% +$87.5K 0.55% 57
2024
Q4
$466K Buy
6,095
+1,029
+20% +$78.8K 0.47% 72
2024
Q3
$395K Hold
5,066
0.39% 85
2024
Q2
$362K Sell
5,066
-403
-7% -$30.1K 0.39% 83
2024
Q1
$444K Buy
5,469
+124
+2% +$9.77K 0.47% 71
2023
Q4
$391K Buy
5,345
+1,561
+41% +$108K 0.45% 71
2023
Q3
$250K Buy
3,784
+350
+10% +$25.1K 0.33% 93
2023
Q2
$255K Hold
3,434
0.33% 94
2023
Q1
$265K Buy
3,434
+291
+9% +$22.3K 0.36% 87
2022
Q4
$240K Sell
3,143
-149
-5% -$12K 0.35% 85
2022
Q3
$233K Hold
3,292
0.4% 80
2022
Q2
$279K Sell
3,292
-350
-10% -$29.3K 0.43% 73
2022
Q1
$297K Sell
3,642
-453
-11% -$36.6K 0.39% 78
2021
Q4
$322K Buy
+4,095
New +$315K 0.42% 71

Other funds holding SYY

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's SYY Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV reduced its Sysco (SYY) stake by 7.4% in Q2 2026, selling an estimated $70.1K and leaving 11,512 shares worth $962K. The position accounts for 0.76% of the portfolio, ranked #38.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in SYY in Q4 2021 and has held it in 19 quarters since. 1,137 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 11,512 shares of Sysco worth $962K as of Q2 2026.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 926 Sysco shares in Q2 2026, an estimated $70.1K.
  • Sysco made up 0.76% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #38 holding.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in Sysco in Q4 2021 and has held it in 19 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.