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Schechter Investment Advisors’s Sysco SYY Stock Holding History

Schechter Investment 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
Q1 		$1.12M Sell
14,889
-532
-3% -$39K 0.09% 211
2024
Q4 		$1.18M Buy
15,421
+4,866
+46% +$373K 0.09% 212
2024
Q3 		$824K Buy
10,555
+4,888
+86% +$367K 0.06% 289
2024
Q2 		$405K Buy
5,667
+897
+19% +$67K 0.03% 418
2024
Q1 		$387K Sell
4,770
-942
-16% -$74.2K 0.03% 436
2023
Q4 		$418K Buy
5,712
+128
+2% +$8.84K 0.04% 390
2023
Q3 		$369K Sell
5,584
-177
-3% -$12.7K 0.04% 403
2023
Q2 		$427K Sell
5,761
-35
-0.6% -$2.59K 0.04% 414
2023
Q1 		$448K Buy
5,796
+102
+2% +$7.83K 0.04% 436
2022
Q4 		$435K Sell
5,694
-116
-2% -$9.37K 0.04% 535
2022
Q3 		$411K Sell
5,810
-2,095
-27% -$174K 0.04% 569
2022
Q2 		$670K Buy
7,905
+2,252
+40% +$189K 0.07% 422
2022
Q1 		$461K Buy
5,653
+134
+2% +$10.8K 0.04% 559
2021
Q4 		$434K Buy
+5,519
New +$425K 0.04% 552

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's SYY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Sysco (SYY) stake by 3.4% in Q1 2025, selling an estimated $39K and leaving 14,889 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #211.

Schechter Investment Advisors first reported a position in SYY in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.18M in Q4 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Schechter Investment Advisors held 14,889 shares of Sysco worth $1.12M as of Q1 2025.
  • Schechter Investment Advisors sold 532 Sysco shares in Q1 2025, an estimated $39K.
  • Sysco made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #211 holding.
  • Schechter Investment Advisors first reported a position in Sysco in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Sysco position peaked at $1.18M in Q4 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.