SMA
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Sage Mountain Advisors’s Sysco SYY Stock Holding History

Sage Mountain 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
-5,593
Closed -$461K – 600
2025
Q3 		$461K Buy
5,593
+2,091
+60% +$167K 0.03% 290
2025
Q2 		$265K Buy
3,502
+693
+25% +$50.3K 0.02% 358
2025
Q1 		$211K Sell
2,809
-660
-19% -$48.4K 0.02% 368
2024
Q4 		$265K Buy
+3,469
New +$266K 0.02% 326
2024
Q2 		– Sell
-2,499
Closed -$203K – 447
2024
Q1 		$203K Buy
+2,499
New +$197K 0.02% 318
2023
Q3 		– Sell
-3,142
Closed -$233K – 382
2023
Q2 		$233K Buy
3,142
+390
+14% +$28.8K 0.03% 221
2023
Q1 		$213K Buy
+2,752
New +$211K 0.03% 222
2022
Q3 		– Sell
-2,642
Closed -$224K – 402
2022
Q2 		$224K Buy
2,642
+145
+6% +$12.1K 0.04% 407
2022
Q1 		$204K Sell
2,497
-2,118
-46% -$171K 0.03% 461
2021
Q4 		$363K Buy
4,615
+77
+2% +$5.93K 0.04% 397
2021
Q3 		$356K Buy
4,538
+5
+0.1% +$381 0.05% 326
2021
Q2 		$352K Buy
+4,533
New +$366K 0.06% 290

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $75B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's SYY Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 5,593 shares — an estimated $461K sold.

Sage Mountain Advisors first reported a position in SYY in Q2 2021 and held it in 12 quarters. The position peaked at $461K in Q3 2025. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,593 Sysco shares in Q4 2025, an estimated $461K.
  • Sage Mountain Advisors first reported a position in Sysco in Q2 2021 and held it in 12 quarters.
  • Sage Mountain Advisors's Sysco position peaked at $461K in Q3 2025.
  • 1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.