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Bath Savings Trust’s Sysco SYY Stock Holding History

Bath Savings Trust’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
2026
Q2 		$3.68M Sell
44,055
-3,375
-7% -$255K 0.38% 55
2026
Q1 		$3.38M Sell
47,430
-1,673
-3% -$138K 0.36% 59
2025
Q4 		$3.62M Sell
49,103
-4,172
-8% -$317K 0.36% 56
2025
Q3 		$4.39M Sell
53,275
-1,025
-2% -$82K 0.43% 53
2025
Q2 		$4.11M Sell
54,300
-2,978
-5% -$216K 0.42% 53
2025
Q1 		$4.3M Sell
57,278
-4,900
-8% -$359K 0.44% 53
2024
Q4 		$4.75M Sell
62,178
-695
-1% -$53.2K 0.48% 48
2024
Q3 		$4.91M Buy
62,873
+570
+0.9% +$42.8K 0.49% 48
2024
Q2 		$4.45M Buy
62,303
+144
+0.2% +$10.8K 0.47% 50
2024
Q1 		$5.05M Buy
62,159
+1,678
+3% +$132K 0.54% 49
2023
Q4 		$4.42M Buy
60,481
+1,408
+2% +$97.2K 0.5% 48
2023
Q3 		$3.9M Buy
59,073
+1,070
+2% +$76.9K 0.48% 51
2023
Q2 		$4.3M Buy
58,003
+1,645
+3% +$122K 0.5% 51
2023
Q1 		$4.35M Buy
56,358
+2,195
+4% +$168K 0.54% 48
2022
Q4 		$4.14M Sell
54,163
-462
-0.8% -$37.3K 0.53% 51
2022
Q3 		$3.86M Buy
54,625
+22
+0% +$1.83K 0.54% 51
2022
Q2 		$4.63M Sell
54,603
-185
-0.3% -$15.5K 0.61% 48
2022
Q1 		$4.47M Buy
54,788
+75
+0.1% +$6.06K 0.51% 54
2021
Q4 		$4.3M Sell
54,713
-85
-0.2% -$6.54K 0.45% 53
2021
Q3 		$4.3M Sell
54,798
-415
-0.8% -$31.7K 0.5% 52
2021
Q2 		$4.29M Sell
55,213
-2,941
-5% -$237K 0.51% 54
2021
Q1 		$4.58M Sell
58,154
-368
-0.6% -$28.5K 0.58% 50
2020
Q4 		$4.35M Buy
58,522
+18,950
+48% +$1.3M 0.57% 49
2020
Q3 		$2.46M Sell
39,572
-1,350
-3% -$78.5K 0.4% 49
2020
Q2 		$2.24M Sell
40,922
-1,299
-3% -$68.3K 0.4% 50
2020
Q1 		$1.93M Buy
42,221
+1,519
+4% +$105K 0.42% 50
2019
Q4 		$3.48M Buy
40,702
+35
+0.1% +$2.83K 0.63% 44
2019
Q3 		$3.23M Buy
40,667
+4,747
+13% +$348K 0.62% 44
2019
Q2 		$2.54M Buy
35,920
+186
+0.5% +$13.2K 0.5% 48
2019
Q1 		$2.38M Sell
35,734
-1,449
-4% -$94.3K 0.5% 50
2018
Q4 		$2.33M Sell
37,183
-247
-0.7% -$16.7K 0.58% 46
2018
Q3 		$2.74M Sell
37,430
-1,880
-5% -$135K 0.6% 44
2018
Q2 		$2.69M Sell
39,310
-2,144
-5% -$137K 0.63% 42
2018
Q1 		$2.49M Sell
41,454
-1,430
-3% -$86.6K 0.62% 43
2017
Q4 		$2.6M Buy
42,884
+234
+0.5% +$13.3K 0.65% 42
2017
Q3 		$2.3M Sell
42,650
-190
-0.4% -$9.89K 0.61% 42
2017
Q2 		$2.16M Sell
42,840
-75
-0.2% -$4K 0.6% 43
2017
Q1 		$2.23M Sell
42,915
-306
-0.7% -$16.2K 0.65% 43
2016
Q4 		$2.39M Sell
43,221
-975
-2% -$50.6K 0.74% 39
2016
Q3 		$2.17M Sell
44,196
-406
-0.9% -$20.9K 0.68% 42
2016
Q2 		$2.26M Sell
44,602
-340
-0.8% -$16.4K 0.71% 44
2016
Q1 		$2.1M Buy
44,942
+125
+0.3% +$5.39K 0.68% 43
2015
Q4 		$1.84M Sell
44,817
-25
-0.1% -$1.02K 0.62% 47
2015
Q3 		$1.75M Sell
44,842
-550
-1% -$21K 0.62% 44
2015
Q2 		$1.64M Sell
45,392
-1,400
-3% -$52.4K 0.56% 47
2015
Q1 		$1.76M Sell
46,792
-3,800
-8% -$150K 0.6% 47
2014
Q4 		$2.01M Sell
50,592
-1,250
-2% -$48.5K 0.69% 46
2014
Q3 		$1.97M Sell
51,842
-1,850
-3% -$69.1K 0.74% 43
2014
Q2 		$2.01M Sell
53,692
-2,861
-5% -$105K 0.77% 45
2014
Q1 		$2.04M Sell
56,553
-5,340
-9% -$192K 0.81% 43
2013
Q4 		$2.23M Sell
61,893
-5,900
-9% -$199K 0.9% 40
2013
Q3 		$2.16M Sell
67,793
-4,170
-6% -$140K 0.94% 37
2013
Q2 		$2.46M Buy
+71,963
New +$2.48M 1.15% 29

Other funds holding SYY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bath Savings Trust's SYY Position: Q2 2026 in Review

Bath Savings Trust reduced its Sysco (SYY) stake by 7.1% in Q2 2026, selling an estimated $255K and leaving 44,055 shares worth $3.68M. The position accounts for 0.38% of the portfolio, ranked #55.

Bath Savings Trust first reported a position in SYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.05M in Q1 2024. 378 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Bath Savings Trust held 44,055 shares of Sysco worth $3.68M as of Q2 2026.
  • Bath Savings Trust sold 3,375 Sysco shares in Q2 2026, an estimated $255K.
  • Sysco made up 0.38% of Bath Savings Trust's portfolio in Q2 2026, its #55 holding.
  • Bath Savings Trust first reported a position in Sysco in Q2 2013 and has held it in 53 quarters since.
  • Bath Savings Trust's Sysco position peaked at $5.05M in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.