Aureus Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
3,200
+125
| +4% | +$9.47K | 0.02% | 180 |
|
|
2025
Q1 | $231K | Hold |
3,075
| – | – | 0.02% | 186 |
|
|
2024
Q4 | $235K | Hold |
3,075
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $240K | Sell |
3,075
-1,590
| -34% | -$124K | 0.02% | 183 |
|
|
2024
Q2 | $333K | Hold |
4,665
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $379K | Sell |
4,665
-850
| -15% | -$69K | 0.03% | 137 |
|
|
2023
Q4 | $403K | Sell |
5,515
-300
| -5% | -$21.9K | 0.03% | 134 |
|
|
2023
Q3 | $384K | Hold |
5,815
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $431K | Sell |
5,815
-1,150
| -17% | -$85.3K | 0.03% | 127 |
|
|
2023
Q1 | $538K | Hold |
6,965
| – | – | 0.04% | 113 |
|
|
2022
Q4 | $532K | Sell |
6,965
-500
| -7% | -$38.2K | 0.05% | 122 |
|
|
2022
Q3 | $528K | Sell |
7,465
-260
| -3% | -$18.4K | 0.05% | 115 |
|
|
2022
Q2 | $654K | Sell |
7,725
-490
| -6% | -$41.5K | 0.05% | 110 |
|
|
2022
Q1 | $671K | Hold |
8,215
| – | – | 0.04% | 127 |
|
|
2021
Q4 | $645K | Hold |
8,215
| – | – | 0.04% | 115 |
|
|
2021
Q3 | $645K | Sell |
8,215
-780
| -9% | -$61.2K | 0.04% | 115 |
|
|
2021
Q2 | $699K | Hold |
8,995
| – | – | 0.04% | 121 |
|
|
2021
Q1 | $708K | Sell |
8,995
-8,260
| -48% | -$650K | 0.05% | 99 |
|
|
2020
Q4 | $1.28M | Buy |
17,255
+1,580
| +10% | +$117K | 0.11% | 79 |
|
|
2020
Q3 | $975K | Buy |
+15,675
| New | +$975K | 0.09% | 82 |
|