ACG Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $588K | Sell |
8,319
-341
| -4% | -$28.4K | 0.13% | 152 |
|
|
2022
Q2 | $734K | Sell |
8,660
-514
| -6% | -$43.1K | 0.15% | 145 |
|
|
2022
Q1 | $749K | Sell |
9,174
-300
| -3% | -$24.2K | 0.14% | 150 |
|
|
2021
Q4 | $744K | Buy |
9,474
+1,475
| +18% | +$114K | 0.11% | 185 |
|
|
2021
Q3 | $628K | Buy |
7,999
+500
| +7% | +$38.1K | 0.08% | 179 |
|
|
2021
Q2 | $583K | Sell |
7,499
-3,953
| -35% | -$319K | 0.07% | 188 |
|
|
2021
Q1 | $902K | Sell |
11,452
-2,596
| -18% | -$201K | 0.12% | 140 |
|
|
2020
Q4 | $1.04M | Sell |
14,048
-300
| -2% | -$20.6K | 0.14% | 126 |
|
|
2020
Q3 | $893K | Sell |
14,348
-5,754
| -29% | -$335K | 0.13% | 131 |
|
|
2020
Q2 | $1.1M | Buy |
20,102
+2,496
| +14% | +$131K | 0.18% | 111 |
|
|
2020
Q1 | $803K | Buy |
17,606
+10,131
| +136% | +$701K | 0.15% | 128 |
|
|
2019
Q4 | $639K | Sell |
7,475
-864
| -10% | -$70K | 0.1% | 177 |
|
|
2019
Q3 | $662K | Sell |
8,339
-123
| -1% | -$9.03K | 0.1% | 179 |
|
|
2019
Q2 | $598K | Buy |
8,462
+489
| +6% | +$34.8K | 0.08% | 194 |
|
|
2019
Q1 | $532K | Buy |
7,973
+106
| +1% | +$6.9K | 0.07% | 194 |
|
|
2018
Q4 | $493K | Buy |
7,867
+2
| +0% | +$135 | 0.08% | 187 |
|
|
2018
Q3 | $576K | Buy |
7,865
+2
| +0% | +$144 | 0.08% | 181 |
|
|
2018
Q2 | $537K | Sell |
7,863
-497
| -6% | -$31.7K | 0.08% | 165 |
|
|
2018
Q1 | $501K | Sell |
8,360
-493
| -6% | -$29.8K | 0.08% | 182 |
|
|
2017
Q4 | $538K | Buy |
8,853
+568
| +7% | +$32.2K | 0.08% | 191 |
|
|
2017
Q3 | $447K | Sell |
8,285
-268
| -3% | -$13.9K | 0.08% | 175 |
|
|
2017
Q2 | $430K | Sell |
8,553
-706
| -8% | -$37.7K | 0.07% | 199 |
|
|
2017
Q1 | $481K | Buy |
9,259
+171
| +2% | +$9.06K | 0.09% | 171 |
|
|
2016
Q4 | $503K | Buy |
9,088
+268
| +3% | +$13.9K | 0.11% | 148 |
|
|
2016
Q3 | $432K | Buy |
8,820
+1
| +0% | +$51 | 0.09% | 161 |
|
|
2016
Q2 | $447K | Buy |
8,819
+431
| +5% | +$20.9K | 0.1% | 148 |
|
|
2016
Q1 | $392K | Sell |
8,388
-109
| -1% | -$4.7K | 0.09% | 153 |
|
|
2015
Q4 | $348K | Buy |
8,497
+3
| +0% | +$123 | 0.08% | 158 |
|
|
2015
Q3 | $331K | Sell |
8,494
-1,946
| -19% | -$74.3K | 0.09% | 150 |
|
|
2015
Q2 | $377K | Buy |
10,440
+3
| +0% | +$112 | 0.09% | 149 |
|
|
2015
Q1 | $394K | Sell |
10,437
-3,517
| -25% | -$139K | 0.1% | 143 |
|
|
2014
Q4 | $554K | Buy |
13,954
+7
| +0.1% | +$271 | 0.15% | 120 |
|
|
2014
Q3 | $529K | Buy |
13,947
+1,808
| +15% | +$67.5K | 0.15% | 119 |
|
|
2014
Q2 | $455K | Sell |
12,139
-663
| -5% | -$24.3K | 0.09% | 137 |
|
|
2014
Q1 | $463K | Buy |
12,802
+3,510
| +38% | +$126K | 0.14% | 124 |
|
|
2013
Q4 | $335K | Buy |
+9,292
| New | +$314K | 0.09% | 140 |
|
Other funds holding SYY
ACG Wealth's SYY Position: Q3 2022 in Review
ACG Wealth reduced its Sysco (SYY) stake by 3.9% in Q3 2022, selling an estimated $28.4K and leaving 8,319 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #152.
ACG Wealth first reported a position in SYY in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.1M in Q2 2020. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.
- ACG Wealth held 8,319 shares of Sysco worth $588K as of Q3 2022.
- ACG Wealth sold 341 Sysco shares in Q3 2022, an estimated $28.4K.
- Sysco made up 0.13% of ACG Wealth's portfolio in Q3 2022, its #152 holding.
- ACG Wealth first reported a position in Sysco in Q4 2013 and has held it in 36 quarters since.
- ACG Wealth's Sysco position peaked at $1.1M in Q2 2020.
- 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.
Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.