Bernzott Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,500
| Closed | -$337K | – | 53 |
|
|
2014
Q4 | $337K | Sell |
8,500
-3,000
| -26% | -$119K | 0.07% | 46 |
|
|
2014
Q3 | $436K | Sell |
11,500
-11,200
| -49% | -$425K | 0.1% | 42 |
|
|
2014
Q2 | $850K | Hold |
22,700
| – | – | 0.19% | 40 |
|
|
2014
Q1 | $820K | Hold |
22,700
| – | – | 0.2% | 40 |
|
|
2013
Q4 | $819K | Hold |
22,700
| – | – | 0.19% | 41 |
|
|
2013
Q3 | $723K | Buy |
+22,700
| New | +$723K | 0.18% | 42 |
|