Altavista Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $657K | Hold |
8,363
| – | – | 0.13% | 113 |
|
|
2021
Q3 | $656K | Sell |
8,363
-440
| -5% | -$33.6K | 0.15% | 104 |
|
|
2021
Q2 | $684K | Hold |
8,803
| – | – | 0.15% | 103 |
|
|
2021
Q1 | $693K | Hold |
8,803
| – | – | 0.17% | 96 |
|
|
2020
Q4 | $654K | Hold |
8,803
| – | – | 0.17% | 96 |
|
|
2020
Q3 | $548K | Sell |
8,803
-975
| -10% | -$56.7K | 0.15% | 92 |
|
|
2020
Q2 | $534K | Sell |
9,778
-133
| -1% | -$6.99K | 0.15% | 93 |
|
|
2020
Q1 | $452K | Sell |
9,911
-1,606
| -14% | -$111K | 0.15% | 99 |
|
|
2019
Q4 | $985K | Hold |
11,517
| – | – | 0.29% | 68 |
|
|
2019
Q3 | $914K | Sell |
11,517
-900
| -7% | -$66.1K | 0.28% | 69 |
|
|
2019
Q2 | $878K | Sell |
12,417
-100
| -0.8% | -$7.12K | 0.28% | 72 |
|
|
2019
Q1 | $836K | Hold |
12,517
| – | – | 0.3% | 75 |
|
|
2018
Q4 | $784K | Sell |
12,517
-610
| -5% | -$41.1K | 0.32% | 75 |
|
|
2018
Q3 | $962K | Sell |
13,127
-450
| -3% | -$32.4K | 0.36% | 71 |
|
|
2018
Q2 | $927K | Sell |
13,577
-344
| -2% | -$22K | 0.37% | 70 |
|
|
2018
Q1 | $835K | Sell |
13,921
-367
| -3% | -$22.2K | 0.35% | 74 |
|
|
2017
Q4 | $868K | Buy |
14,288
+887
| +7% | +$50.3K | 0.37% | 70 |
|
|
2017
Q3 | $723K | Sell |
13,401
-300
| -2% | -$15.6K | 0.34% | 67 |
|
|
2017
Q2 | $690K | Sell |
13,701
-1,166
| -8% | -$62.3K | 0.34% | 68 |
|
|
2017
Q1 | $772K | Sell |
14,867
-200
| -1% | -$10.6K | 0.39% | 62 |
|
|
2016
Q4 | $834K | Buy |
15,067
+1
| +0% | +$52 | 0.45% | 53 |
|
|
2016
Q3 | $738K | Sell |
15,066
-600
| -4% | -$30.8K | 0.4% | 60 |
|
|
2016
Q2 | $795K | Sell |
15,666
-299
| -2% | -$14.5K | 0.44% | 56 |
|
|
2016
Q1 | $746K | Sell |
15,965
-1,278
| -7% | -$55.1K | 0.42% | 56 |
|
|
2015
Q4 | $707K | Sell |
17,243
-100
| -0.6% | -$4.1K | 0.42% | 57 |
|
|
2015
Q3 | $676K | Buy |
17,343
+600
| +4% | +$22.9K | 0.44% | 57 |
|
|
2015
Q2 | $604K | Sell |
16,743
-1,447
| -8% | -$54.1K | 0.37% | 62 |
|
|
2015
Q1 | $686K | Sell |
18,190
-200
| -1% | -$7.88K | 0.42% | 56 |
|
|
2014
Q4 | $733K | Sell |
18,390
-2,226
| -11% | -$86.3K | 0.45% | 53 |
|
|
2014
Q3 | $782K | Sell |
20,616
-1,975
| -9% | -$73.7K | 0.5% | 50 |
|
|
2014
Q2 | $846K | Sell |
22,591
-4,720
| -17% | -$173K | 0.53% | 51 |
|
|
2014
Q1 | $987K | Sell |
27,311
-4,290
| -14% | -$154K | 0.6% | 51 |
|
|
2013
Q4 | $1.17M | Sell |
31,601
-28,552
| -47% | -$965K | 0.71% | 46 |
|
|
2013
Q3 | $1.92M | Sell |
60,153
-12,045
| -17% | -$404K | 1.25% | 31 |
|
|
2013
Q2 | $2.47M | Buy |
+72,198
| New | +$2.49M | 1.66% | 23 |
|
Other funds holding SYY
TFM
LP
Altavista Wealth Management's SYY Position: Q4 2021 in Review
Altavista Wealth Management held its Sysco (SYY) position steady in Q4 2021 at 8,363 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #113.
Altavista Wealth Management first reported a position in SYY in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.47M in Q2 2013. 1,383 funds tracked by Wall St. Rank hold SYY as of Q4 2021.
- Altavista Wealth Management held 8,363 shares of Sysco worth $657K as of Q4 2021.
- Altavista Wealth Management left its Sysco share count unchanged in Q4 2021.
- Sysco made up 0.13% of Altavista Wealth Management's portfolio in Q4 2021, its #113 holding.
- Altavista Wealth Management first reported a position in Sysco in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's Sysco position peaked at $2.47M in Q2 2013.
- 1,383 funds tracked by Wall St. Rank held Sysco as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.