TCI Wealth Advisors’s Sysco SYY Stock Holding History

TCI Wealth 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	–	Sell	-3,299	Closed	-$252K	–	243
2024 Q4	$252K	Sell	3,299 -34	-1%	-$2.6K	0.02%	193
2024 Q3	$260K	Buy	3,333 +7	+0.2%	+$526	0.02%	200
2024 Q2	$237K	Buy	3,326 +8	+0.2%	+$598	0.02%	201
2024 Q1	$269K	Buy	3,318 +9	+0.3%	+$709	0.03%	179
2023 Q4	$242K	Sell	3,309 -103	-3%	-$7.11K	0.03%	177
2023 Q3	$225K	Sell	3,412 -63	-2%	-$4.53K	0.03%	177
2023 Q2	$258K	Sell	3,475 -90	-3%	-$6.66K	0.03%	162
2023 Q1	$275K	Sell	3,565 -2	-0.1%	-$153	0.04%	154
2022 Q4	$273K	Sell	3,567 -119	-3%	-$9.61K	0.04%	147
2022 Q3	$261K	Sell	3,686 -42	-1%	-$3.5K	0.04%	135
2022 Q2	$316K	Buy	3,728 +56	+2%	+$4.69K	0.05%	127
2022 Q1	$300K	Buy	3,672 +9	+0.2%	+$727	0.05%	140
2021 Q4	$288K	Sell	3,663 -39	-1%	-$3K	0.04%	144
2021 Q3	$291K	Buy	3,702 +160	+5%	+$12.2K	0.04%	146
2021 Q2	$275K	Hold	3,542	–	–	0.05%	158
2021 Q1	$279K	Buy	3,542 +76	+2%	+$5.89K	0.12%	138
2020 Q4	$257K	Sell	3,466 -12	-0.3%	-$825	0.11%	143
2020 Q3	$216K	Hold	3,478	–	–	0.09%	148
2020 Q2	$190K	Buy	3,478 +7	+0.2%	+$368	0.08%	151
2020 Q1	$158K	Sell	3,471 -210	-6%	-$14.5K	0.08%	160
2019 Q4	$315K	Buy	3,681 +25	+0.7%	+$2.02K	0.12%	122
2019 Q3	$290K	Buy	3,656 +240	+7%	+$17.6K	0.13%	115
2019 Q2	$242K	Sell	3,416 -55	-2%	-$3.91K	0.11%	124
2019 Q1	$232K	Hold	3,471	–	–	0.1%	137
2018 Q4	$217K	Sell	3,471 -280	-7%	-$18.9K	0.11%	135
2018 Q3	$275K	Buy	3,751 +259	+7%	+$18.7K	0.12%	126
2018 Q2	$238K	Buy	3,492 +76	+2%	+$4.86K	0.11%	138
2018 Q1	$205K	Hold	3,416	–	–	0.1%	142
2017 Q4	$207K	Hold	3,416	–	–	0.09%	150
2017 Q3	$184K	Sell	3,416 -16	-0.5%	-$833	0.09%	151
2017 Q2	$173K	Sell	3,432 -1,648	-32%	-$88K	0.09%	148
2017 Q1	$264K	Sell	5,080 -3	-0.1%	-$159	0.14%	106
2016 Q4	$281K	Hold	5,083	–	–	0.15%	104
2016 Q3	$249K	Hold	5,083	–	–	0.14%	109
2016 Q2	$258K	Hold	5,083	–	–	0.14%	107
2016 Q1	$238K	Buy	5,083 +55	+1%	+$2.37K	0.13%	118
2015 Q4	$206K	Hold	5,028	–	–	0.11%	133
2015 Q3	$196K	Hold	5,028	–	–	0.12%	130
2015 Q2	$182K	Sell	5,028 -282	-5%	-$10.6K	0.1%	138
2015 Q1	$200K	Hold	5,310	–	–	0.13%	110
2014 Q4	$211K	Hold	5,310	–	–	0.13%	118
2014 Q3	$202K	Buy	5,310 +282	+6%	+$10.5K	0.13%	124
2014 Q2	$188K	Hold	5,028	–	–	0.11%	128
2014 Q1	$182K	Hold	5,028	–	–	0.12%	128
2013 Q4	$182K	Hold	5,028	–	–	0.11%	128
2013 Q3	$160K	Hold	5,028	–	–	0.12%	125
2013 Q2	$172K	Buy	+5,028	New	+$173K	0.13%	121

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Wealth Advisors's SYY Position: Q1 2025 in Review

TCI Wealth Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 3,299 shares — an estimated $252K sold.

TCI Wealth Advisors first reported a position in SYY in Q2 2013 and held it in 47 quarters. The position peaked at $316K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

TCI Wealth Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
TCI Wealth Advisors sold 3,299 Sysco shares in Q1 2025, an estimated $252K.
TCI Wealth Advisors first reported a position in Sysco in Q2 2013 and held it in 47 quarters.
TCI Wealth Advisors's Sysco position peaked at $316K in Q2 2022.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on TCI Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.