Cerity Partners OCIO’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17,325
| Closed | -$1.05M | – | 276 |
|
|
2017
Q4 | $1.05M | Buy |
17,325
+40
| +0.2% | +$2.43K | 0.07% | 121 |
|
|
2017
Q3 | $933K | Buy |
17,285
+12
| +0.1% | +$648 | 0.06% | 117 |
|
|
2017
Q2 | $869K | Buy |
17,273
+1,155
| +7% | +$58.1K | 0.07% | 120 |
|
|
2017
Q1 | $837K | Buy |
+16,118
| New | +$837K | 0.07% | 141 |
|
|
2015
Q1 | – | Sell |
-17,755
| Closed | -$705K | – | 238 |
|
|
2014
Q4 | $705K | Buy |
17,755
+2,566
| +17% | +$102K | 0.09% | 102 |
|
|
2014
Q3 | $576K | Buy |
15,189
+3,302
| +28% | +$125K | 0.08% | 108 |
|
|
2014
Q2 | $445K | Buy |
11,887
+2,131
| +22% | +$79.8K | 0.06% | 114 |
|
|
2014
Q1 | $352K | Buy |
+9,756
| New | +$352K | 0.06% | 116 |
|