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Badgley, Phelps & Bell’s Sysco SYY Stock Holding History

Badgley, Phelps & Bell’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$2.27M Sell
29,134
-165
-0.6% -$13.3K 0.08% 117
2021
Q1 		$2.31M Sell
29,299
-180
-0.6% -$14K 0.1% 113
2020
Q4 		$2.19M Sell
29,479
-75
-0.3% -$5.16K 0.09% 111
2020
Q3 		$1.84M Sell
29,554
-1,222
-4% -$71.1K 0.09% 109
2020
Q2 		$1.68M Sell
30,776
-300
-1% -$15.8K 0.09% 107
2020
Q1 		$1.42M Sell
31,076
-1,096
-3% -$75.8K 0.09% 102
2019
Q4 		$2.75M Hold
32,172
– – 0.14% 105
2019
Q3 		$2.55M Sell
32,172
-127
-0.4% -$9.32K 0.15% 103
2019
Q2 		$2.28M Hold
32,299
– – 0.13% 107
2019
Q1 		$2.16M Sell
32,299
-473
-1% -$30.8K 0.13% 107
2018
Q4 		$2.05M Buy
32,772
+47
+0.1% +$3.17K 0.15% 107
2018
Q3 		$2.4M Buy
32,725
+224
+0.7% +$16.1K 0.15% 108
2018
Q2 		$2.22M Sell
32,501
-150
-0.5% -$9.58K 0.14% 107
2018
Q1 		$1.96M Sell
32,651
-50
-0.2% -$3.03K 0.13% 107
2017
Q4 		$1.99M Buy
32,701
+17,000
+108% +$963K 0.14% 108
2017
Q3 		$847K Hold
15,701
– – 0.06% 115
2017
Q2 		$790K Hold
15,701
– – 0.06% 116
2017
Q1 		$815K Sell
15,701
-313
-2% -$16.6K 0.07% 120
2016
Q4 		$887K Hold
16,014
– – 0.08% 117
2016
Q3 		$785K Hold
16,014
– – 0.07% 118
2016
Q2 		$813K Buy
16,014
+75
+0.5% +$3.63K 0.07% 117
2016
Q1 		$745K Sell
15,939
-300
-2% -$12.9K 0.07% 119
2015
Q4 		$666K Buy
16,239
+189
+1% +$7.75K 0.07% 121
2015
Q3 		$625K Hold
16,050
– – 0.07% 114
2015
Q2 		$579K Sell
16,050
-384
-2% -$14.4K 0.06% 114
2015
Q1 		$620K Buy
16,434
+234
+1% +$9.22K 0.06% 114
2014
Q4 		$643K Hold
16,200
– – 0.06% 117
2014
Q3 		$615K Buy
+16,200
New +$605K 0.06% 115

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Badgley, Phelps & Bell's SYY Position: Q2 2021 in Review

Badgley, Phelps & Bell reduced its Sysco (SYY) stake by 0.56% in Q2 2021, selling an estimated $13.3K and leaving 29,134 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #117.

Badgley, Phelps & Bell first reported a position in SYY in Q3 2014 and has held it in 28 quarters since. The position peaked at $2.75M in Q4 2019. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

  • Badgley, Phelps & Bell held 29,134 shares of Sysco worth $2.27M as of Q2 2021.
  • Badgley, Phelps & Bell sold 165 Sysco shares in Q2 2021, an estimated $13.3K.
  • Sysco made up 0.08% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #117 holding.
  • Badgley, Phelps & Bell first reported a position in Sysco in Q3 2014 and has held it in 28 quarters since.
  • Badgley, Phelps & Bell's Sysco position peaked at $2.75M in Q4 2019.
  • 1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.