Beach Investment Counsel’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.04M | Hold |
13,920
| – | – | 0.15% | 68 |
|
|
2024
Q4 | $1.06M | Sell |
13,920
-4,400
| -24% | -$337K | 0.14% | 69 |
|
|
2024
Q3 | $1.43M | Hold |
18,320
| – | – | 0.18% | 71 |
|
|
2024
Q2 | $1.31M | Sell |
18,320
-16,014
| -47% | -$1.2M | 0.16% | 74 |
|
|
2024
Q1 | $2.51M | Hold |
34,334
| – | – | 0.31% | 65 |
|
|
2023
Q4 | $2.51M | Hold |
34,334
| – | – | 0.31% | 65 |
|
|
2023
Q3 | $2.27M | Hold |
34,334
| – | – | 0.28% | 76 |
|
|
2023
Q2 | $2.55M | Hold |
34,334
| – | – | 0.3% | 76 |
|
|
2023
Q1 | $2.65M | Sell |
34,334
-2,000
| -6% | -$153K | 0.35% | 60 |
|
|
2022
Q4 | $2.78M | Sell |
36,334
-500
| -1% | -$40.4K | 0.35% | 62 |
|
|
2022
Q3 | $2.6M | Hold |
36,834
| – | – | 0.37% | 67 |
|
|
2022
Q2 | $3.12M | Hold |
36,834
| – | – | 0.39% | 64 |
|
|
2022
Q1 | $3.01M | Hold |
36,834
| – | – | 0.32% | 76 |
|
|
2021
Q4 | $2.89M | Hold |
36,834
| – | – | 0.38% | 67 |
|
|
2021
Q3 | $2.89M | Hold |
36,834
| – | – | 0.27% | 73 |
|
|
2021
Q2 | $2.86M | Hold |
36,834
| – | – | 0.26% | 75 |
|
|
2021
Q1 | $2.9M | Hold |
36,834
| – | – | 0.26% | 76 |
|
|
2020
Q4 | $2.73M | Hold |
36,834
| – | – | 0.26% | 72 |
|
|
2020
Q3 | $2.29M | Hold |
36,834
| – | – | 0.27% | 71 |
|
|
2020
Q2 | $2.01M | Sell |
36,834
-830
| -2% | -$43.6K | 0.27% | 72 |
|
|
2020
Q1 | $1.72M | Hold |
37,664
| – | – | 0.29% | 63 |
|
|
2019
Q4 | $3.22M | Sell |
37,664
-1,705
| -4% | -$138K | 0.36% | 59 |
|
|
2019
Q3 | $3.13M | Hold |
39,369
| – | – | 0.36% | 57 |
|
|
2019
Q2 | $2.78M | Hold |
39,369
| – | – | 0.32% | 64 |
|
|
2019
Q1 | $2.63M | Sell |
39,369
-200
| -0.5% | -$13K | 0.3% | 66 |
|
|
2018
Q4 | $2.53M | Hold |
39,569
| – | – | 0.31% | 64 |
|
|
2018
Q3 | $2.9M | Hold |
39,569
| – | – | 0.29% | 65 |
|
|
2018
Q2 | $2.7M | Hold |
39,569
| – | – | 0.28% | 65 |
|
|
2018
Q1 | $2.37M | Sell |
39,569
-3,893
| -9% | -$236K | 0.25% | 72 |
|
|
2017
Q4 | $2.64M | Sell |
43,462
-200
| -0.5% | -$11.3K | 0.26% | 68 |
|
|
2017
Q3 | $2.36M | Hold |
43,662
| – | – | 0.25% | 67 |
|
|
2017
Q2 | $2.2M | Hold |
43,662
| – | – | 0.23% | 71 |
|
|
2017
Q1 | $2.27M | Hold |
43,662
| – | – | 0.24% | 70 |
|
|
2016
Q4 | $2.42M | Sell |
43,662
-1,299
| -3% | -$67.5K | 0.28% | 65 |
|
|
2016
Q3 | $2.2M | Sell |
44,961
-1
| -0% | -$51 | 0.25% | 64 |
|
|
2016
Q2 | $2.28M | Hold |
44,962
| – | – | 0.27% | 63 |
|
|
2016
Q1 | $2.1M | Hold |
44,962
| – | – | 0.24% | 70 |
|
|
2015
Q4 | $1.84M | Hold |
44,962
| – | – | 0.21% | 76 |
|
|
2015
Q3 | $1.75M | Sell |
44,962
-5,156
| -10% | -$197K | 0.22% | 77 |
|
|
2015
Q2 | $1.81M | Sell |
50,118
-118,400
| -70% | -$4.43M | 0.18% | 85 |
|
|
2015
Q1 | $6.36M | Buy |
168,518
+118,400
| +236% | +$4.66M | 0.58% | 41 |
|
|
2014
Q4 | $1.99M | Sell |
50,118
-950
| -2% | -$36.8K | 0.17% | 78 |
|
|
2014
Q3 | $1.94M | Sell |
51,068
-1,700
| -3% | -$63.5K | 0.18% | 79 |
|
|
2014
Q2 | $1.98M | Sell |
52,768
-10,144
| -16% | -$372K | 0.18% | 81 |
|
|
2014
Q1 | $2.27M | Sell |
62,912
-645
| -1% | -$23.2K | 0.2% | 69 |
|
|
2013
Q4 | $2.29M | Sell |
63,557
-3,000
| -5% | -$101K | 0.21% | 69 |
|
|
2013
Q3 | $2.12M | Sell |
66,557
-31,634
| -32% | -$1.06M | 0.23% | 68 |
|
|
2013
Q2 | $3.35M | Buy |
+98,191
| New | +$3.38M | 0.36% | 52 |
|
Other funds holding SYY
Beach Investment Counsel's SYY Position: Q1 2025 in Review
Beach Investment Counsel held its Sysco (SYY) position steady in Q1 2025 at 13,920 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #68.
Beach Investment Counsel first reported a position in SYY in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.36M in Q1 2015. 1,523 funds tracked by Wall St. Rank hold SYY as of Q1 2025.
- Beach Investment Counsel held 13,920 shares of Sysco worth $1.04M as of Q1 2025.
- Beach Investment Counsel left its Sysco share count unchanged in Q1 2025.
- Sysco made up 0.15% of Beach Investment Counsel's portfolio in Q1 2025, its #68 holding.
- Beach Investment Counsel first reported a position in Sysco in Q2 2013 and has held it in 48 quarters since.
- Beach Investment Counsel's Sysco position peaked at $6.36M in Q1 2015.
- 1,523 funds tracked by Wall St. Rank held Sysco as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.