Stiles Financial Services’s Sysco SYY Stock Holding History

Stiles Financial Services’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	-2,950	Closed	-$243K	–	179
2025 Q3	$243K	Sell	2,950 -360	-11%	-$28.8K	0.08%	163
2025 Q2	$251K	Sell	3,310 -72	-2%	-$5.23K	0.09%	159
2025 Q1	$254K	Sell	3,382 -355	-9%	-$26K	0.1%	151
2024 Q4	$286K	Sell	3,737 -115	-3%	-$8.8K	0.1%	151
2024 Q3	$301K	Buy	3,852 +120	+3%	+$9.02K	0.11%	149
2024 Q2	$266K	Buy	3,732 +96	+3%	+$7.17K	0.1%	156
2024 Q1	$295K	Buy	3,636 +15	+0.4%	+$1.18K	0.12%	141
2023 Q4	$265K	Sell	3,621 -1,433	-28%	-$98.9K	0.12%	148
2023 Q3	$334K	Buy	5,054 +9	+0.2%	+$647	0.17%	124
2023 Q2	$374K	Sell	5,045 -174	-3%	-$12.9K	0.19%	126
2023 Q1	$403K	Buy	5,219 +17	+0.3%	+$1.3K	0.22%	116
2022 Q4	$398K	Buy	5,202 +19	+0.4%	+$1.53K	0.23%	111
2022 Q3	$367K	Sell	5,183 -247	-5%	-$20.6K	0.22%	113
2022 Q2	$460K	Buy	5,430 +19	+0.4%	+$1.59K	0.28%	99
2022 Q1	$442K	Sell	5,411 -395	-7%	-$31.9K	0.22%	111
2021 Q4	$423K	Buy	+5,806	New	+$447K	0.2%	115

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Atlanta, Georgia $653B AUM 32.41% 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 $74.9B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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