Disciplined Value Fund SYY Holdings History
Disciplined Value Fund's Sysco Corp Holding Summary
As of 2025-03-31, Disciplined Value Fund held 4.17 Mil shares of Sysco Corp(SYY), totaling $313.27 Mil. This investment constitutes 1.99% of their stock portfolio, and Disciplined Value Fund now holds 0.86% of the outstanding Sysco Corp(SYY) stock.
The initial trade took place in 2024Q3. And since then Disciplined Value Fund has made 3 purchases of SYY, at an average price of $75.47, for a total of 4.17 Mil shares. Based on historical transaction data and SYY's current price of $78.72, Disciplined Value Fund's estimated gain on his SYY holdings is $13.57 Mil, reflecting a 4.31% gain to date.
Disciplined Value Fund SYY ($78.72) Holding Chart
Disciplined Value Fund SYY ($78.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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