Aperio Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $20.2M | Sell |
272,683
-3,073
| -1% | -$211K | 0.06% | 307 |
|
|
2020
Q3 | $17.2M | Buy |
275,756
+9,534
| +4% | +$555K | 0.06% | 314 |
|
|
2020
Q2 | $14.6M | Sell |
266,222
-86,127
| -24% | -$4.53M | 0.05% | 344 |
|
|
2020
Q1 | $16.1M | Sell |
352,349
-330,412
| -48% | -$22.9M | 0.07% | 272 |
|
|
2019
Q4 | $58.4M | Buy |
682,761
+126,662
| +23% | +$10.3M | 0.21% | 92 |
|
|
2019
Q3 | $44.2M | Buy |
556,099
+49,239
| +10% | +$3.61M | 0.17% | 126 |
|
|
2019
Q2 | $35.8M | Buy |
506,860
+13,119
| +3% | +$934K | 0.15% | 150 |
|
|
2019
Q1 | $33M | Buy |
493,741
+12,944
| +3% | +$842K | 0.14% | 155 |
|
|
2018
Q4 | $30.1M | Sell |
480,797
-9,442
| -2% | -$637K | 0.15% | 148 |
|
|
2018
Q3 | $35.9M | Buy |
490,239
+15,825
| +3% | +$1.14M | 0.16% | 142 |
|
|
2018
Q2 | $32.4M | Buy |
474,414
+38,510
| +9% | +$2.46M | 0.15% | 148 |
|
|
2018
Q1 | $26.1M | Buy |
435,904
+11,260
| +3% | +$682K | 0.13% | 182 |
|
|
2017
Q4 | $25.8M | Buy |
424,644
+22,636
| +6% | +$1.28M | 0.13% | 180 |
|
|
2017
Q3 | $21.7M | Sell |
402,008
-17,690
| -4% | -$920K | 0.12% | 199 |
|
|
2017
Q2 | $21.1M | Buy |
419,698
+25,873
| +7% | +$1.38M | 0.13% | 189 |
|
|
2017
Q1 | $20.4M | Buy |
393,825
+21,162
| +6% | +$1.12M | 0.14% | 173 |
|
|
2016
Q4 | $20.6M | Sell |
372,663
-86,092
| -19% | -$4.47M | 0.16% | 147 |
|
|
2016
Q3 | $22.5M | Buy |
458,755
+51,962
| +13% | +$2.67M | 0.16% | 146 |
|
|
2016
Q2 | $20.6M | Buy |
406,793
+12,296
| +3% | +$595K | 0.16% | 149 |
|
|
2016
Q1 | $18.4M | Buy |
394,497
+38,232
| +11% | +$1.65M | 0.16% | 153 |
|
|
2015
Q4 | $14.6M | Buy |
356,265
+28,199
| +9% | +$1.16M | 0.13% | 181 |
|
|
2015
Q3 | $12.8M | Buy |
328,066
+66,799
| +26% | +$2.55M | 0.13% | 186 |
|
|
2015
Q2 | $9.43M | Sell |
261,267
-13,444
| -5% | -$503K | 0.1% | 251 |
|
|
2015
Q1 | $10.4M | Buy |
274,711
+12,809
| +5% | +$505K | 0.12% | 212 |
|
|
2014
Q4 | $10.4M | Buy |
261,902
+64,678
| +33% | +$2.51M | 0.13% | 191 |
|
|
2014
Q3 | $7.49M | Buy |
197,224
+8,013
| +4% | +$299K | 0.1% | 250 |
|
|
2014
Q2 | $7.09M | Buy |
189,211
+2,416
| +1% | +$88.7K | 0.1% | 242 |
|
|
2014
Q1 | $6.75M | Buy |
+186,795
| New | +$6.71M | 0.09% | 273 |
|
|
2013
Q4 | – | Sell |
-123,210
| Closed | -$4.16M | – | 283 |
|
|
2013
Q3 | $3.92M | Sell |
123,210
-12,828
| -9% | -$430K | 0.08% | 338 |
|
|
2013
Q2 | $4.65M | Buy |
+136,038
| New | +$4.68M | 0.11% | 224 |
|
Other funds holding SYY
TFM
LP
Aperio Group's SYY Position: Q4 2020 in Review
Aperio Group reduced its Sysco (SYY) stake by 1.1% in Q4 2020, selling an estimated $211K and leaving 272,683 shares worth $20.2M. The position accounts for 0.06% of the portfolio, ranked #307.
Aperio Group first reported a position in SYY in Q2 2013 and has held it in 30 quarters since. The position peaked at $58.4M in Q4 2019. 1,310 funds tracked by Wall St. Rank hold SYY as of Q4 2020.
- Aperio Group held 272,683 shares of Sysco worth $20.2M as of Q4 2020.
- Aperio Group sold 3,073 Sysco shares in Q4 2020, an estimated $211K.
- Sysco made up 0.06% of Aperio Group's portfolio in Q4 2020, its #307 holding.
- Aperio Group first reported a position in Sysco in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Sysco position peaked at $58.4M in Q4 2019.
- 1,310 funds tracked by Wall St. Rank held Sysco as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.