Bartlett & Co’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.73M | Sell |
105,804
-1,239
| -1% | -$85.5K | 0.13% | 112 |
|
|
2023
Q3 | $7.07M | Sell |
107,043
-1,080
| -1% | -$77.6K | 0.13% | 112 |
|
|
2023
Q2 | $8.02M | Buy |
108,123
+3,137
| +3% | +$232K | 0.14% | 108 |
|
|
2023
Q1 | $8.11M | Sell |
104,986
-3,000
| -3% | -$230K | 0.16% | 103 |
|
|
2022
Q4 | $8.26M | Sell |
107,986
-3,585
| -3% | -$290K | 0.17% | 103 |
|
|
2022
Q3 | $7.89M | Sell |
111,571
-477
| -0.4% | -$39.7K | 0.17% | 104 |
|
|
2022
Q2 | $9.55M | Sell |
112,048
-9,319
| -8% | -$781K | 0.19% | 94 |
|
|
2022
Q1 | $9.95M | Buy |
121,367
+2,717
| +2% | +$220K | 0.17% | 100 |
|
|
2021
Q4 | $9.32M | Sell |
118,650
-1,935
| -2% | -$149K | 0.16% | 105 |
|
|
2021
Q3 | $9.47M | Buy |
120,585
+430
| +0.4% | +$32.8K | 0.18% | 95 |
|
|
2021
Q2 | $9.34M | Sell |
120,155
-4,500
| -4% | -$363K | 0.18% | 99 |
|
|
2021
Q1 | $9.81M | Sell |
124,655
-82,221
| -40% | -$6.37M | 0.2% | 93 |
|
|
2020
Q4 | $15.4M | Sell |
206,876
-4,557
| -2% | -$313K | 0.33% | 72 |
|
|
2020
Q3 | $13.2M | Sell |
211,433
-19,158
| -8% | -$1.11M | 0.31% | 70 |
|
|
2020
Q2 | $12.6M | Sell |
230,591
-4,005
| -2% | -$211K | 0.33% | 70 |
|
|
2020
Q1 | $10.7M | Buy |
+234,596
| New | +$16.2M | 0.33% | 74 |
|
|
2019
Q3 | $19.3M | Buy |
242,697
+171,135
| +239% | +$12.6M | 0.51% | 58 |
|
|
2019
Q2 | $5.06M | Sell |
71,562
-395
| -0.5% | -$28.1K | 0.19% | 88 |
|
|
2019
Q1 | $4.8M | Sell |
71,957
-750
| -1% | -$48.8K | 0.18% | 88 |
|
|
2018
Q4 | $4.56M | Sell |
72,707
-150
| -0.2% | -$10.1K | 0.19% | 90 |
|
|
2018
Q3 | $5.34M | Sell |
72,857
-1,450
| -2% | -$104K | 0.2% | 85 |
|
|
2018
Q2 | $5.07M | Sell |
74,307
-1,300
| -2% | -$83K | 0.21% | 82 |
|
|
2018
Q1 | $4.53M | Sell |
75,607
-49,750
| -40% | -$3.01M | 0.19% | 85 |
|
|
2017
Q4 | $7.61M | Sell |
125,357
-500
| -0.4% | -$28.3K | 0.3% | 72 |
|
|
2017
Q3 | $6.79M | Sell |
125,857
-125
| -0.1% | -$6.5K | 0.28% | 74 |
|
|
2017
Q2 | $6.34M | Sell |
125,982
-450
| -0.4% | -$24K | 0.29% | 76 |
|
|
2017
Q1 | $6.56M | Sell |
126,432
-1,787
| -1% | -$94.7K | 0.3% | 74 |
|
|
2016
Q4 | $7.1M | Sell |
128,219
-2,292
| -2% | -$119K | 0.34% | 71 |
|
|
2016
Q3 | $6.4M | Sell |
130,511
-1,050
| -0.8% | -$53.9K | 0.31% | 71 |
|
|
2016
Q2 | $6.67M | Sell |
131,561
-1,700
| -1% | -$82.2K | 0.33% | 70 |
|
|
2016
Q1 | $6.23M | Sell |
133,261
-780
| -0.6% | -$33.7K | 0.31% | 71 |
|
|
2015
Q4 | $5.5M | Hold |
134,041
| – | – | 0.28% | 79 |
|
|
2015
Q3 | $5.22M | Sell |
134,041
-1,985
| -1% | -$75.8K | 0.29% | 76 |
|
|
2015
Q2 | $4.91M | Buy |
136,026
+950
| +0.7% | +$35.5K | 0.25% | 80 |
|
|
2015
Q1 | $5.1M | Sell |
135,076
-1,650
| -1% | -$65K | 0.25% | 84 |
|
|
2014
Q4 | $5.43M | Sell |
136,726
-2,670
| -2% | -$104K | 0.26% | 83 |
|
|
2014
Q3 | $5.29M | Sell |
139,396
-8,026
| -5% | -$300K | 0.26% | 82 |
|
|
2014
Q2 | $5.52M | Sell |
147,422
-4,583
| -3% | -$168K | 0.27% | 79 |
|
|
2014
Q1 | $5.49M | Sell |
152,005
-38,814
| -20% | -$1.39M | 0.27% | 80 |
|
|
2013
Q4 | $6.89M | Sell |
190,819
-9,440
| -5% | -$319K | 0.34% | 69 |
|
|
2013
Q3 | $6.37M | Sell |
200,259
-45,565
| -19% | -$1.53M | 0.35% | 70 |
|
|
2013
Q2 | $8.4M | Buy |
+245,824
| New | +$8.46M | 0.46% | 64 |
|
Other funds holding SYY
Bartlett & Co's SYY Position: Q4 2023 in Review
Bartlett & Co reduced its Sysco (SYY) stake by 1.2% in Q4 2023, selling an estimated $85.5K and leaving 105,804 shares worth $7.73M. The position accounts for 0.13% of the portfolio, ranked #112.
Bartlett & Co first reported a position in SYY in Q2 2013 and has held it in 42 quarters since. The position peaked at $19.3M in Q3 2019. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.
- Bartlett & Co held 105,804 shares of Sysco worth $7.73M as of Q4 2023.
- Bartlett & Co sold 1,239 Sysco shares in Q4 2023, an estimated $85.5K.
- Sysco made up 0.13% of Bartlett & Co's portfolio in Q4 2023, its #112 holding.
- Bartlett & Co first reported a position in Sysco in Q2 2013 and has held it in 42 quarters since.
- Bartlett & Co's Sysco position peaked at $19.3M in Q3 2019.
- 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.
Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.