Wingate Wealth Advisors’s Sysco SYY Stock Holding History

Wingate 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	-1,372	Closed	-$105K	–	395
2024 Q4	$105K	Buy	+1,372	New	+$105K	0.1%	135

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

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

Wingate Wealth Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 1,372 shares — an estimated $105K sold.

Wingate Wealth Advisors first reported a position in SYY in Q4 2024 and held it in 1 quarter. The position peaked at $105K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

Wingate Wealth Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,372 Sysco shares in Q1 2025, an estimated $105K.
Wingate Wealth Advisors first reported a position in Sysco in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Sysco position peaked at $105K in Q4 2024.
1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.