Disciplined Value Mid Cap Fund SYY Holdings History
Disciplined Value Mid Cap Fund's Sysco Corp Holding Summary
As of 2025-03-31, Disciplined Value Mid Cap Fund held 2.79 Mil shares of Sysco Corp(SYY), totaling $209.27 Mil. This investment constitutes 1.02% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.58% of the outstanding Sysco Corp(SYY) stock.
The initial trade took place in 2024Q4. And since then Disciplined Value Mid Cap Fund has made 2 purchases of SYY, at an average price of $74.71, for a total of 2.79 Mil shares. Based on historical transaction data and SYY's current price of $78.41, Disciplined Value Mid Cap Fund's estimated gain on his SYY holdings is $10.33 Mil, reflecting a 4.96% gain to date.
Disciplined Value Mid Cap Fund SYY ($78.41) Holding Chart
Disciplined Value Mid Cap Fund SYY ($78.41) 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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