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Wolf Group Capital Advisors’s Sysco SYY Stock Holding History

Wolf Group Capital 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 		$1.57M Sell
20,862
-1,587
-7% -$116K 0.53% 58
2024
Q4 		$1.67M Hold
22,449
– – 0.81% 44
2024
Q3 		$1.67M Buy
22,449
+1,407
+7% +$106K 0.79% 45
2024
Q2 		$1.5M Sell
21,042
-1,407
-6% -$105K 0.59% 60
2024
Q1 		$1.67M Hold
22,449
– – 0.79% 45
2023
Q4 		$1.67M Buy
22,449
+1,098
+5% +$75.8K 0.79% 45
2023
Q3 		$1.41M Sell
21,351
-1,098
-5% -$78.9K 0.67% 57
2023
Q2 		$1.6M Sell
22,449
-482
-2% -$35.6K 0.8% 45
2023
Q1 		$1.77M Sell
22,931
-1,991
-8% -$153K 0.88% 40
2022
Q4 		$1.91M Sell
24,922
-1,383
-5% -$112K 0.9% 38
2022
Q3 		$1.86M Sell
26,305
-138
-0.5% -$11.5K 1.02% 32
2022
Q2 		$2.24M Sell
26,443
-3,591
-12% -$301K 1.16% 29
2022
Q1 		$2.45M Sell
30,034
-61,991
-67% -$5.01M 1.25% 25
2021
Q4 		$7.23M Buy
92,025
+61,897
+205% +$4.76M 1.18% 27
2021
Q3 		$2.37M Sell
30,128
-68
-0.2% -$5.19K 1.29% 22
2021
Q2 		$2.35M Buy
30,196
+792
+3% +$64K 1.26% 24
2021
Q1 		$2.31M Buy
29,404
+660
+2% +$51.2K 1.33% 23
2020
Q4 		$2.13M Sell
28,744
-71
-0.2% -$4.88K 1.32% 22
2020
Q3 		$1.79M Buy
+28,815
New +$1.68M 1.25% 31
2014
Q1 		– Sell
-11,146
Closed -$402K – 96
2013
Q4 		$402K Buy
+11,146
New +$377K 0.32% 81

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wolf Group Capital Advisors's SYY Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Sysco (SYY) stake by 7.1% in Q1 2025, selling an estimated $116K and leaving 20,862 shares worth $1.57M. The position accounts for 0.53% of the portfolio, ranked #58.

Wolf Group Capital Advisors first reported a position in SYY in Q4 2013 and has held it in 20 quarters since. The position peaked at $7.23M in Q4 2021. 1,523 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Wolf Group Capital Advisors held 20,862 shares of Sysco worth $1.57M as of Q1 2025.
  • Wolf Group Capital Advisors sold 1,587 Sysco shares in Q1 2025, an estimated $116K.
  • Sysco made up 0.53% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #58 holding.
  • Wolf Group Capital Advisors first reported a position in Sysco in Q4 2013 and has held it in 20 quarters since.
  • Wolf Group Capital Advisors's Sysco position peaked at $7.23M in Q4 2021.
  • 1,523 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.