Cambridge Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $607K | Sell |
7,481
-361
| -5% | -$28.4K | 0.02% | 179 |
|
|
2023
Q4 | $573K | Buy |
7,842
+386
| +5% | +$26.6K | 0.02% | 178 |
|
|
2023
Q3 | $492K | Sell |
7,456
-190
| -2% | -$13.7K | 0.02% | 185 |
|
|
2023
Q2 | $567K | Sell |
7,646
-27
| -0.4% | -$2K | 0.03% | 178 |
|
|
2023
Q1 | $593K | Sell |
7,673
-313
| -4% | -$24K | 0.03% | 172 |
|
|
2022
Q4 | $610K | Sell |
7,986
-359
| -4% | -$29K | 0.03% | 179 |
|
|
2022
Q3 | $590K | Buy |
8,345
+111
| +1% | +$9.24K | 0.03% | 172 |
|
|
2022
Q2 | $698K | Buy |
8,234
+33
| +0.4% | +$2.76K | 0.03% | 174 |
|
|
2022
Q1 | $669K | Sell |
8,201
-3,075
| -27% | -$249K | 0.02% | 189 |
|
|
2021
Q4 | $885K | Buy |
11,276
+7,748
| +220% | +$596K | 0.03% | 174 |
|
|
2021
Q3 | $277K | Sell |
3,528
-11
| -0.3% | -$839 | 0.01% | 229 |
|
|
2021
Q2 | $275K | Sell |
3,539
-18
| -0.5% | -$1.45K | 0.01% | 235 |
|
|
2021
Q1 | $280K | Buy |
3,557
+726
| +26% | +$56.3K | 0.01% | 226 |
|
|
2020
Q4 | $210K | Sell |
2,831
-1,000
| -26% | -$68.8K | 0.01% | 222 |
|
|
2020
Q3 | $238K | Buy |
+3,831
| New | +$223K | 0.01% | 211 |
|
|
2020
Q1 | – | Sell |
-6,779
| Closed | -$580K | – | 270 |
|
|
2019
Q4 | $580K | Sell |
6,779
-560
| -8% | -$45.4K | 0.03% | 167 |
|
|
2019
Q3 | $583K | Sell |
7,339
-15
| -0.2% | -$1.1K | 0.03% | 160 |
|
|
2019
Q2 | $520K | Sell |
7,354
-165
| -2% | -$11.7K | 0.03% | 164 |
|
|
2019
Q1 | $502K | Sell |
7,519
-3,740
| -33% | -$243K | 0.03% | 165 |
|
|
2018
Q4 | $705K | Hold |
11,259
| – | – | 0.05% | 145 |
|
|
2018
Q3 | $825K | Hold |
11,259
| – | – | 0.05% | 142 |
|
|
2018
Q2 | $769K | Buy |
11,259
+330
| +3% | +$21.1K | 0.05% | 150 |
|
|
2018
Q1 | $655K | Buy |
10,929
+2,400
| +28% | +$145K | 0.04% | 164 |
|
|
2017
Q4 | $518K | Hold |
8,529
| – | – | 0.03% | 182 |
|
|
2017
Q3 | $460K | Buy |
8,529
+1,000
| +13% | +$52K | 0.03% | 182 |
|
|
2017
Q2 | $379K | Sell |
7,529
-200
| -3% | -$10.7K | 0.03% | 199 |
|
|
2017
Q1 | $401K | Sell |
7,729
-700
| -8% | -$37.1K | 0.03% | 204 |
|
|
2016
Q4 | $467K | Buy |
8,429
+3,300
| +64% | +$171K | 0.03% | 185 |
|
|
2016
Q3 | $251K | Sell |
5,129
-555
| -10% | -$28.5K | 0.02% | 230 |
|
|
2016
Q2 | $288K | Hold |
5,684
| – | – | 0.02% | 216 |
|
|
2016
Q1 | $266K | Hold |
5,684
| – | – | 0.02% | 199 |
|
|
2015
Q4 | $233K | Sell |
5,684
-190
| -3% | -$7.79K | 0.02% | 199 |
|
|
2015
Q3 | $229K | Buy |
5,874
+187
| +3% | +$7.14K | 0.02% | 199 |
|
|
2015
Q2 | $205K | Sell |
5,687
-675
| -11% | -$25.3K | 0.02% | 216 |
|
|
2015
Q1 | $240K | Sell |
6,362
-1,429
| -18% | -$56.3K | 0.02% | 197 |
|
|
2014
Q4 | $309K | Buy |
7,791
+97
| +1% | +$3.76K | 0.03% | 172 |
|
|
2014
Q3 | $292K | Sell |
7,694
-386
| -5% | -$14.4K | 0.03% | 170 |
|
|
2014
Q2 | $303K | Sell |
8,080
-380
| -4% | -$14K | 0.03% | 165 |
|
|
2014
Q1 | $306K | Sell |
8,460
-1,805
| -18% | -$64.8K | 0.03% | 158 |
|
|
2013
Q4 | $371K | Sell |
10,265
-300
| -3% | -$10.1K | 0.03% | 145 |
|
|
2013
Q3 | $337K | Sell |
10,565
-1,074
| -9% | -$36K | 0.03% | 144 |
|
|
2013
Q2 | $397K | Buy |
+11,639
| New | +$401K | 0.04% | 131 |
|
Other funds holding SYY
Cambridge Trust's SYY Position: Q1 2024 in Review
Cambridge Trust reduced its Sysco (SYY) stake by 4.6% in Q1 2024, selling an estimated $28.4K and leaving 7,481 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #179.
Cambridge Trust first reported a position in SYY in Q2 2013 and has held it in 42 quarters since. The position peaked at $885K in Q4 2021. 1,476 funds tracked by Wall St. Rank hold SYY as of Q1 2024.
- Cambridge Trust held 7,481 shares of Sysco worth $607K as of Q1 2024.
- Cambridge Trust sold 361 Sysco shares in Q1 2024, an estimated $28.4K.
- Sysco made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #179 holding.
- Cambridge Trust first reported a position in Sysco in Q2 2013 and has held it in 42 quarters since.
- Cambridge Trust's Sysco position peaked at $885K in Q4 2021.
- 1,476 funds tracked by Wall St. Rank held Sysco as of Q1 2024.
Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.