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WR Wealth Planners’s Sysco SYY Stock Holding History

WR Wealth Planners’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 		$326K Buy
4,270
+386
+10% +$29.5K 0.11% 123
2024
Q3 		$303K Buy
3,884
+453
+13% +$34.1K 0.08% 142
2024
Q2 		$245K Buy
3,431
+10
+0.3% +$747 0.07% 150
2024
Q1 		$278K Buy
3,421
+68
+2% +$5.36K 0.09% 141
2023
Q4 		$245K Buy
3,353
+34
+1% +$2.35K 0.09% 156
2023
Q3 		$219K Buy
3,319
+36
+1% +$2.59K 0.08% 158
2023
Q2 		$244K Buy
3,283
+26
+0.8% +$1.92K 0.09% 148
2023
Q1 		$252K Buy
+3,257
New +$250K 0.11% 136
2022
Q3 		– Sell
-725
Closed -$61.4K – 557
2022
Q2 		$61.4K Buy
725
+3
+0.4% +$251 0.04% 158
2022
Q1 		$58.9K Buy
+722
New +$58.4K 0.04% 162

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

WR Wealth Planners's SYY Position: Q4 2024 in Review

WR Wealth Planners increased its Sysco (SYY) stake by 9.9% in Q4 2024, buying an estimated $29.5K and bringing the position to 4,270 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #123.

WR Wealth Planners first reported a position in SYY in Q1 2022 and has held it in 10 quarters since. 1,556 funds tracked by Wall St. Rank hold SYY as of Q4 2024.

  • WR Wealth Planners held 4,270 shares of Sysco worth $326K as of Q4 2024.
  • WR Wealth Planners bought 386 Sysco shares in Q4 2024, an estimated $29.5K.
  • Sysco made up 0.11% of WR Wealth Planners's portfolio in Q4 2024, its #123 holding.
  • WR Wealth Planners first reported a position in Sysco in Q1 2022 and has held it in 10 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Sysco as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.