Advisory Research’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,492
| Closed | -$259K | – | 487 |
|
|
2023
Q2 | $259K | Buy |
+3,492
| New | +$259K | 0.03% | 400 |
|
|
2020
Q2 | – | Sell |
-32,001
| Closed | -$1.46M | – | 345 |
|
|
2020
Q1 | $1.46M | Buy |
+32,001
| New | +$1.46M | 0.1% | 106 |
|
|
2017
Q4 | – | Sell |
-19,575
| Closed | -$1.06M | – | 440 |
|
|
2017
Q3 | $1.06M | Sell |
19,575
-238,351
| -92% | -$12.9M | 0.02% | 300 |
|
|
2017
Q2 | $13M | Buy |
257,926
+118,234
| +85% | +$5.95M | 0.2% | 107 |
|
|
2017
Q1 | $7.25M | Buy |
+139,692
| New | +$7.25M | 0.11% | 126 |
|
|
2016
Q1 | – | Sell |
-45,394
| Closed | -$1.86M | – | 277 |
|
|
2015
Q4 | $1.86M | Buy |
45,394
+7,044
| +18% | +$289K | 0.03% | 158 |
|
|
2015
Q3 | $1.49M | Buy |
+38,350
| New | +$1.49M | 0.02% | 187 |
|
|
2014
Q2 | – | Sell |
-1,914
| Closed | -$69K | – | 636 |
|
|
2014
Q1 | $69K | Buy |
+1,914
| New | +$69K | ﹤0.01% | 579 |
|