Sand Hill Global Advisors’s Sysco SYY Stock Holding History

Sand Hill Global 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
2024 Q4	–	Sell	-2,661	Closed	-$208K	–	201
2024 Q3	$208K	Buy	+2,661	New	+$200K	0.01%	193
2023 Q2	–	Sell	-53,316	Closed	-$4.12M	–	159
2023 Q1	$4.12M	Sell	53,316 -594	-1%	-$45.6K	0.22%	64
2022 Q4	$4.12M	Sell	53,910 -2,019	-4%	-$163K	0.23%	64
2022 Q3	$3.96M	Sell	55,929 -888	-2%	-$74K	0.25%	60
2022 Q2	$4.81M	Buy	56,817 +400	+0.7%	+$33.5K	0.27%	61
2022 Q1	$4.61M	Buy	56,417 +52,891	+1,500%	+$4.28M	0.25%	57
2021 Q4	$277K	Hold	3,526	–	–	0.02%	136
2021 Q3	$277K	Sell	3,526 -46	-1%	-$3.51K	0.02%	131
2021 Q2	$278K	Sell	3,572 -124	-3%	-$10K	0.02%	131
2021 Q1	$291K	Sell	3,696 -410	-10%	-$31.8K	0.02%	115
2020 Q4	$305K	Sell	4,106 -82	-2%	-$5.64K	0.02%	118
2020 Q3	$261K	Sell	4,188 -8	-0.2%	-$465	0.02%	113
2020 Q2	$229K	Buy	+4,196	New	+$221K	0.02%	113
2020 Q1	–	Sell	-4,402	Closed	-$377K	–	136
2019 Q4	$377K	Buy	4,402 +402	+10%	+$32.6K	0.03%	114
2019 Q3	$318K	Hold	4,000	–	–	0.03%	116
2019 Q2	$283K	Hold	4,000	–	–	0.03%	96
2019 Q1	$267K	Hold	4,000	–	–	0.03%	94
2018 Q4	$251K	Hold	4,000	–	–	0.03%	96
2018 Q3	$293K	Hold	4,000	–	–	0.03%	89
2018 Q2	$273K	Hold	4,000	–	–	0.03%	93
2018 Q1	$240K	Hold	4,000	–	–	0.23%	69
2017 Q4	$243K	Hold	4,000	–	–	0.02%	97
2017 Q3	$216K	Buy	+4,000	New	+$208K	0.02%	106

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sand Hill Global Advisors's SYY Position: Q4 2024 in Review

Sand Hill Global Advisors sold out of Sysco (SYY) in Q4 2024, closing a stake of 2,661 shares — an estimated $208K sold.

Sand Hill Global Advisors first reported a position in SYY in Q3 2017 and held it in 23 quarters. The position peaked at $4.81M in Q2 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

Sand Hill Global Advisors reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
Sand Hill Global Advisors sold 2,661 Sysco shares in Q4 2024, an estimated $208K.
Sand Hill Global Advisors first reported a position in Sysco in Q3 2017 and held it in 23 quarters.
Sand Hill Global Advisors's Sysco position peaked at $4.81M in Q2 2022.
1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Sand Hill Global Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.