SYY β€” SYSCO CORP

Ownership history in UPTICK PARTNERS, LLC  Β·  2 quarters on record

AI Ownership Summary

UPTICK PARTNERS, LLC reported SYSCO CORP (SYY) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows SYY at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UPTICK PARTNERS, LLC's position in SYSCO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SYY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UPTICK PARTNERS, LLC held SYY β€” position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,610 -21 -0.8% 0.06% $215K 2025-11-04 $72.56
2024 Q4 INITIATED 2,631 β€” β€” 0.07% $201K 2025-01-24 $72.73

FAQ About UPTICK PARTNERS, LLC and SYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has UPTICK PARTNERS, LLC reported owning SYY?

UPTICK PARTNERS, LLC reported SYY across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SYY position in UPTICK PARTNERS, LLC's portfolio?

The largest reported portfolio weight for SYY was 0.07% in 2024 Q4.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2025 Q3, when UPTICK PARTNERS, LLC reported 2,610 shares, equal to 0.06% of portfolio, with an estimated market value of $215K.

What does the chart on this SYY ownership page compare?

The chart compares UPTICK PARTNERS, LLC's quarterly SYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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