Shell Asset Management’s Sysco SYY Stock Holding History

Shell Asset Management’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 Q3	$517K	Sell	6,282 -12,936	-67%	-$1.03M	0.05%	336
2025 Q2	$1.46M	Buy	19,218 +4,620	+32%	+$335K	0.05%	315
2025 Q1	$1.09M	Sell	14,598 -505	-3%	-$37K	0.05%	282
2024 Q4	$1.16M	Hold	15,103	–	–	0.05%	289
2024 Q3	$1.18M	Buy	+15,103	New	+$1.14M	0.05%	279
2024 Q1	$957K	Buy	13,401 +8,711	+186%	+$686K	0.04%	301
2023 Q4	$343K	Sell	4,690 -8,440	-64%	-$583K	0.02%	658
2023 Q3	$867K	Sell	13,130 -573	-4%	-$41.2K	0.04%	386
2023 Q2	$1.02M	Sell	13,703 -2,357	-15%	-$174K	0.04%	360
2023 Q1	$1.24M	Buy	16,060 +138	+0.9%	+$10.6K	0.05%	332
2022 Q4	$1.22M	Sell	15,922 -3,449	-18%	-$279K	0.05%	332
2022 Q3	$1.37M	Sell	19,371 -4,103	-17%	-$342K	0.05%	322
2022 Q2	$1.99M	Sell	23,474 -2,491	-10%	-$209K	0.06%	306
2022 Q1	$2.12M	Sell	25,965 -13,227	-34%	-$1.07M	0.05%	324
2021 Q4	$3.08M	Buy	39,192 +4,295	+12%	+$331K	0.06%	280
2021 Q3	$2.74M	Sell	34,897 -1,325	-4%	-$101K	0.06%	279
2021 Q2	$2.82M	Sell	36,222 -14,042	-28%	-$1.13M	0.05%	305
2021 Q1	$3.96M	Buy	50,264 +2,769	+6%	+$215K	0.08%	268
2020 Q4	$3.53M	Sell	47,495 -5,775	-11%	-$397K	0.07%	288
2020 Q3	$3.31M	Sell	53,270 -16,500	-24%	-$960K	0.08%	250
2020 Q2	$3.81M	Sell	69,770 -138,706	-67%	-$7.29M	0.1%	217
2020 Q1	$9.51M	Sell	208,476 -7,411	-3%	-$513K	0.27%	85
2019 Q4	$18.5M	Buy	215,887 +60,729	+39%	+$4.92M	0.4%	49
2019 Q3	$12.3M	Sell	155,158 -13,529	-8%	-$993K	0.28%	81
2019 Q2	$11.9M	Buy	168,687 +23,392	+16%	+$1.66M	0.26%	89
2019 Q1	$9.7M	Buy	145,295 +1,052	+0.7%	+$68.4K	0.21%	124
2018 Q4	$9.04M	Buy	144,243 +23,987	+20%	+$1.62M	0.23%	117
2018 Q3	$8.81M	Sell	120,256 -10,956	-8%	-$789K	0.17%	147
2018 Q2	$8.96M	Sell	131,212 -62,656	-32%	-$4M	0.18%	147
2018 Q1	$11.6M	Buy	193,868 +2,015	+1%	+$122K	0.23%	117
2017 Q4	$11.7M	Sell	191,853 -46,020	-19%	-$2.61M	0.23%	114
2017 Q3	$12.8M	Sell	237,873 -8,974	-4%	-$467K	0.29%	99
2017 Q2	$12.4M	Buy	246,847 +1,065	+0.4%	+$56.9K	0.27%	105
2017 Q1	$12.8M	Buy	245,782 +37	+0%	+$1.96K	0.28%	98
2016 Q4	$13.6M	Sell	245,745 -54,659	-18%	-$2.84M	0.32%	81
2016 Q3	$14.7M	Sell	300,404 -16,657	-5%	-$855K	0.31%	85
2016 Q2	$16.1M	Buy	317,061 +6,373	+2%	+$308K	0.37%	64
2016 Q1	$14.5M	Sell	310,688 -18,783	-6%	-$810K	0.35%	74
2015 Q4	$13.5M	Sell	329,471 -8,025	-2%	-$329K	0.32%	72
2015 Q3	$12.8M	Sell	337,496 -34,541	-9%	-$1.32M	0.2%	104
2015 Q2	$13.4M	Sell	372,037 -18,541	-5%	-$694K	0.27%	92
2015 Q1	$14.7M	Buy	390,578 +38,488	+11%	+$1.52M	0.26%	106
2014 Q4	$14M	Buy	352,090 +14,594	+4%	+$566K	0.22%	109
2014 Q3	$12.8M	Sell	337,496 -9,043	-3%	-$338K	0.2%	107
2014 Q2	$13M	Buy	346,539 +214,092	+162%	+$7.86M	0.2%	105
2014 Q1	$4.79M	Buy	132,447 +1,034	+0.8%	+$37.1K	0.08%	239
2013 Q4	$4.74M	Sell	131,413 -6,412	-5%	-$217K	0.08%	229
2013 Q3	$4.39M	Sell	137,825 -15,148	-10%	-$508K	0.08%	267
2013 Q2	$5.23M	Buy	+152,973	New	+$5.27M	0.1%	226

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

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's SYY Position: Q3 2025 in Review

Shell Asset Management reduced its Sysco (SYY) stake by 67% in Q3 2025, selling an estimated $1.03M and leaving 6,282 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #336.

Shell Asset Management first reported a position in SYY in Q2 2013 and has held it in 49 quarters since. The position peaked at $18.5M in Q4 2019. 1,552 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

Shell Asset Management held 6,282 shares of Sysco worth $517K as of Q3 2025.
Shell Asset Management sold 12,936 Sysco shares in Q3 2025, an estimated $1.03M.
Sysco made up 0.05% of Shell Asset Management's portfolio in Q3 2025, its #336 holding.
Shell Asset Management first reported a position in Sysco in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Sysco position peaked at $18.5M in Q4 2019.
1,552 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.