Sugarloaf Wealth Management’s Sysco SYY Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$26.8K	Hold	350	–	–	0.01%	371
2024 Q3	$27.3K	Hold	350	–	–	0.01%	371
2024 Q2	$25K	Hold	350	–	–	0.01%	366
2024 Q1	$28.4K	Hold	350	–	–	0.01%	360
2023 Q4	$25.6K	Hold	350	–	–	0.01%	359
2023 Q3	$23.1K	Hold	350	–	–	0.01%	368
2023 Q2	$26K	Hold	350	–	–	0.01%	359
2023 Q1	$27K	Hold	350	–	–	0.01%	359
2022 Q4	$26.8K	Hold	350	–	–	0.01%	370
2022 Q3	$25K	Hold	350	–	–	0.01%	393
2022 Q2	$30K	Hold	350	–	–	0.01%	361
2022 Q1	$29K	Hold	350	–	–	0.01%	354
2021 Q4	$27K	Hold	350	–	–	0.01%	384
2021 Q3	$27K	Hold	350	–	–	0.01%	368
2021 Q2	$27K	Sell	350 -516	-60%	-$41.7K	0.01%	372
2021 Q1	$68	Buy	866 +2	+0.2%	+$155	0.02%	236
2020 Q4	$64K	Sell	864 -291	-25%	-$20K	0.02%	228
2020 Q3	$72K	Buy	1,155 +5	+0.4%	+$291	0.03%	189
2020 Q2	$63K	Buy	1,150 +850	+283%	+$44.7K	0.02%	202
2020 Q1	$14K	Hold	300	–	–	0.01%	392
2019 Q4	$26K	Buy	+300	New	+$24.3K	0.01%	337

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

Sugarloaf Wealth Management's SYY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Sysco (SYY) position steady in Q4 2024 at 350 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #371.

Sugarloaf Wealth Management first reported a position in SYY in Q4 2019 and has held it in 21 quarters since. The position peaked at $72K in Q3 2020. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

Sugarloaf Wealth Management held 350 shares of Sysco worth $26.8K as of Q4 2024.
Sugarloaf Wealth Management left its Sysco share count unchanged in Q4 2024.
Sysco made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #371 holding.
Sugarloaf Wealth Management first reported a position in Sysco in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Sysco position peaked at $72K in Q3 2020.
1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.