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Values First Advisors’s Sysco SYY Stock Holding History

Values First 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
2024
Q4 		– Sell
-682
Closed -$53.2K – 291
2024
Q3 		$53.2K Buy
+682
New +$51.3K 0.03% 234
2023
Q3 		– Sell
-2,698
Closed -$200K – 175
2023
Q2 		$200K Buy
2,698
+74
+3% +$5.47K 0.12% 147
2023
Q1 		$203K Buy
+2,624
New +$201K 0.13% 135
2022
Q3 		– Sell
-2,549
Closed -$216K – 160
2022
Q2 		$216K Sell
2,549
-225
-8% -$18.8K 0.15% 130
2022
Q1 		$226K Buy
+2,774
New +$224K 0.14% 143

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Values First Advisors's SYY Position: Q4 2024 in Review

Values First Advisors sold out of Sysco (SYY) in Q4 2024, closing a stake of 682 shares — an estimated $53.2K sold.

Values First Advisors first reported a position in SYY in Q1 2022 and held it in 5 quarters. The position peaked at $226K in Q1 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • Values First Advisors reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 682 Sysco shares in Q4 2024, an estimated $53.2K.
  • Values First Advisors first reported a position in Sysco in Q1 2022 and held it in 5 quarters.
  • Values First Advisors's Sysco position peaked at $226K in Q1 2022.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.