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Waldron Private Wealth’s Sysco SYY Stock Holding History

Waldron Private Wealth’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
-7,756
Closed -$593K – 417
2024
Q4 		$593K Sell
7,756
-7,870
-50% -$602K 0.02% 232
2024
Q3 		$1.22M Buy
15,626
+6,823
+78% +$513K 0.05% 146
2024
Q2 		$628K Sell
8,803
-211
-2% -$15.8K 0.03% 202
2024
Q1 		$732K Buy
9,014
+34
+0.4% +$2.68K 0.03% 197
2023
Q4 		$657K Buy
8,980
+674
+8% +$46.5K 0.03% 199
2023
Q3 		$549K Sell
8,306
-1,064
-11% -$76.5K 0.03% 213
2023
Q2 		$695K Buy
9,370
+125
+1% +$9.24K 0.03% 192
2023
Q1 		$714K Sell
9,245
-69
-0.7% -$5.29K 0.03% 208
2022
Q4 		$658K Hold
9,314
– – 0.04% 204
2022
Q3 		$658K Sell
9,314
-103
-1% -$8.58K 0.04% 204
2022
Q2 		$802K Buy
9,417
+468
+5% +$39.2K 0.05% 184
2022
Q1 		$734K Buy
8,949
+226
+3% +$18.3K 0.04% 216
2021
Q4 		$685K Buy
8,723
+344
+4% +$26.5K 0.03% 222
2021
Q3 		$657K Buy
8,379
+2,144
+34% +$164K 0.04% 196
2021
Q2 		$484K Sell
6,235
-825
-12% -$66.6K 0.03% 211
2021
Q1 		$559K Buy
7,060
+531
+8% +$41.2K 0.04% 180
2020
Q4 		$484K Sell
6,529
-23
-0.4% -$1.58K 0.04% 183
2020
Q3 		$407K Buy
6,552
+733
+13% +$42.6K 0.03% 182
2020
Q2 		$318K Buy
5,819
+104
+2% +$5.47K 0.03% 194
2020
Q1 		$260K Sell
5,715
-286
-5% -$19.8K 0.03% 197
2019
Q4 		$513K Buy
6,001
+708
+13% +$57.4K 0.05% 160
2019
Q3 		$420K Buy
5,293
+130
+3% +$9.54K 0.04% 155
2019
Q2 		$365K Sell
5,163
-616
-11% -$43.8K 0.04% 158
2019
Q1 		$385K Buy
5,779
+17
+0.3% +$1.11K 0.04% 162
2018
Q4 		$361K Buy
5,762
+690
+14% +$46.5K 0.05% 148
2018
Q3 		$371K Buy
+5,072
New +$365K 0.07% 127
2016
Q1 		– Sell
-5,238
Closed -$214K – 176
2015
Q4 		$214K Buy
+5,238
New +$215K 0.08% 147

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waldron Private Wealth's SYY Position: Q1 2025 in Review

Waldron Private Wealth sold out of Sysco (SYY) in Q1 2025, closing a stake of 7,756 shares — an estimated $593K sold.

Waldron Private Wealth first reported a position in SYY in Q4 2015 and held it in 27 quarters. The position peaked at $1.22M in Q3 2024. 1,526 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Waldron Private Wealth reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 7,756 Sysco shares in Q1 2025, an estimated $593K.
  • Waldron Private Wealth first reported a position in Sysco in Q4 2015 and held it in 27 quarters.
  • Waldron Private Wealth's Sysco position peaked at $1.22M in Q3 2024.
  • 1,526 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.