SC&H Financial Advisors’s Sysco SYY Stock Holding History

SC&H Financial 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
2026 Q1	$220K	Hold	3,081	–	–	0.03%	149
2025 Q4	$227K	Hold	3,081	–	–	0.04%	150
2025 Q3	$254K	Hold	3,081	–	–	0.04%	132
2025 Q2	$233K	Hold	3,081	–	–	0.04%	140
2025 Q1	$231K	Hold	3,081	–	–	0.05%	139
2024 Q4	$236K	Buy	3,081 +9	+0.3%	+$689	0.05%	135
2024 Q3	$240K	Buy	3,072 +11	+0.4%	+$827	0.05%	136
2024 Q2	$219K	Buy	3,061 +208	+7%	+$15.5K	0.05%	136
2024 Q1	$232K	Buy	2,853 +9	+0.3%	+$709	0.06%	131
2023 Q4	$208K	Buy	+2,844	New	+$196K	0.06%	137
2023 Q3	–	Sell	-2,826	Closed	-$210K	–	135
2023 Q2	$210K	Sell	2,826 -8	-0.3%	-$592	0.07%	128
2023 Q1	$219K	Buy	2,834 +25	+0.9%	+$1.92K	0.08%	125
2022 Q4	$215K	Buy	+2,809	New	+$227K	0.09%	123
2022 Q3	–	Sell	-2,795	Closed	-$237K	–	134
2022 Q2	$237K	Buy	2,795 +7	+0.3%	+$586	0.11%	129
2022 Q1	$228K	Buy	2,788 +7	+0.3%	+$566	0.11%	136
2021 Q4	$218K	Buy	+2,781	New	+$214K	0.12%	146

Other funds holding SYY

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Harris Associates

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

Boston Partners

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

Capital Research Global Investors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return