Summit Place Financial Advisors’s Sysco SYY Stock Holding History

Summit Place 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 Q2	$359K	Hold	4,300	–	–	0.16%	87
2026 Q1	$307K	Hold	4,300	–	–	0.15%	89
2025 Q4	$317K	Sell	4,300 -4	-0.1%	-$304	0.15%	83
2025 Q3	$354K	Hold	4,304	–	–	0.17%	83
2025 Q2	$326K	Sell	4,304 -250	-5%	-$18.2K	0.16%	75
2025 Q1	$342K	Sell	4,554 -500	-10%	-$36.7K	0.19%	78
2024 Q4	$386K	Sell	5,054 -896	-15%	-$68.6K	0.22%	74
2024 Q3	$464K	Sell	5,950 -1,300	-18%	-$97.7K	0.26%	69
2024 Q2	$518K	Sell	7,250 -404	-5%	-$30.2K	0.31%	66
2024 Q1	$621K	Hold	7,654	–	–	0.36%	68
2023 Q4	$560K	Sell	7,654 -800	-9%	-$55.2K	0.37%	67
2023 Q3	$558K	Hold	8,454	–	–	0.4%	69
2023 Q2	$627K	Sell	8,454 -1,650	-16%	-$122K	0.41%	66
2023 Q1	$780K	Sell	10,104 -2,955	-23%	-$227K	0.55%	58
2022 Q4	$998K	Sell	13,059 -2,050	-14%	-$166K	0.82%	47
2022 Q3	$1.07M	Sell	15,109 -500	-3%	-$41.6K	0.99%	40
2022 Q2	$1.32M	Sell	15,609 -300	-2%	-$25.1K	1.11%	39
2022 Q1	$1.3M	Sell	15,909 -14,960	-48%	-$1.21M	0.87%	51
2021 Q4	$2.42M	Buy	30,869 +1,160	+4%	+$89.3K	1.68%	19
2021 Q3	$2.33M	Buy	29,709 +2,215	+8%	+$169K	1.7%	17
2021 Q2	$2.14M	Buy	27,494 +1,390	+5%	+$112K	1.57%	27
2021 Q1	$2.06M	Sell	26,104 -5,225	-17%	-$405K	1.65%	19
2020 Q4	$2.33M	Sell	31,329 -100	-0.3%	-$6.88K	2.02%	10
2020 Q3	$1.96M	Sell	31,429 -50	-0.2%	-$2.91K	1.96%	10
2020 Q2	$1.72M	Sell	31,479 -11,875	-27%	-$624K	2.72%	16
2020 Q1	$1.98M	Buy	43,354 +23,175	+115%	+$1.6M	4.23%	4
2019 Q4	$1.73M	Buy	+20,179	New	+$1.63M	2.73%	13

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Summit Place Financial Advisors's SYY Position: Q2 2026 in Review

Summit Place Financial Advisors held its Sysco (SYY) position steady in Q2 2026 at 4,300 shares worth $359K. The position accounts for 0.16% of the portfolio, ranked #87.

Summit Place Financial Advisors first reported a position in SYY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.42M in Q4 2021. 617 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Summit Place Financial Advisors held 4,300 shares of Sysco worth $359K as of Q2 2026.
Summit Place Financial Advisors left its Sysco share count unchanged in Q2 2026.
Sysco made up 0.16% of Summit Place Financial Advisors's portfolio in Q2 2026, its #87 holding.
Summit Place Financial Advisors first reported a position in Sysco in Q4 2019 and has held it in 27 quarters since.
Summit Place Financial Advisors's Sysco position peaked at $2.42M in Q4 2021.
617 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.