Cerity Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
185,830
-1,816
| -1% | -$138K | 0.03% | 430 |
|
|
2025
Q1 | $14.1M | Buy |
187,646
+21,757
| +13% | +$1.63M | 0.03% | 406 |
|
|
2024
Q4 | $12.7M | Sell |
165,889
-8,454
| -5% | -$648K | 0.03% | 422 |
|
|
2024
Q3 | $13.6M | Buy |
174,343
+7,430
| +4% | +$580K | 0.03% | 409 |
|
|
2024
Q2 | $11.9M | Buy |
166,913
+40,697
| +32% | +$2.91M | 0.03% | 373 |
|
|
2024
Q1 | $10.1M | Sell |
126,216
-49,722
| -28% | -$3.99M | 0.03% | 455 |
|
|
2023
Q4 | $12.9M | Buy |
175,938
+13,372
| +8% | +$978K | 0.04% | 326 |
|
|
2023
Q3 | $10.7M | Sell |
162,566
-68,859
| -30% | -$4.55M | 0.05% | 281 |
|
|
2023
Q2 | $17.2M | Buy |
231,425
+1,650
| +0.7% | +$122K | 0.07% | 253 |
|
|
2023
Q1 | $20.7M | Buy |
229,775
+44,069
| +24% | +$3.97M | 0.05% | 235 |
|
|
2022
Q4 | $14.2M | Buy |
185,706
+134,499
| +263% | +$10.3M | 0.09% | 209 |
|
|
2022
Q3 | $3.62M | Buy |
51,207
+11,989
| +31% | +$848K | 0.04% | 290 |
|
|
2022
Q2 | $3.32M | Buy |
39,218
+3,201
| +9% | +$271K | 0.04% | 307 |
|
|
2022
Q1 | $2.94M | Buy |
36,017
+26,991
| +299% | +$2.2M | 0.05% | 260 |
|
|
2021
Q4 | $709K | Buy |
9,026
+4,433
| +97% | +$348K | 0.01% | 504 |
|
|
2021
Q3 | $361K | Sell |
4,593
-172
| -4% | -$13.5K | 0.01% | 530 |
|
|
2021
Q2 | $370K | Sell |
4,765
-7,824
| -62% | -$608K | 0.01% | 529 |
|
|
2021
Q1 | $991K | Sell |
12,589
-6,687
| -35% | -$526K | 0.02% | 347 |
|
|
2020
Q4 | $1.43M | Buy |
19,276
+6,735
| +54% | +$500K | 0.05% | 255 |
|
|
2020
Q3 | $780K | Buy |
12,541
+2,173
| +21% | +$135K | 0.03% | 269 |
|
|
2020
Q2 | $567K | Buy |
+10,368
| New | +$567K | 0.03% | 265 |
|
|
2019
Q4 | – | Sell |
-5,253
| Closed | -$417K | – | 571 |
|
|
2019
Q3 | $417K | Buy |
5,253
+532
| +11% | +$42.2K | 0.02% | 342 |
|
|
2019
Q2 | $334K | Sell |
4,721
-1,048
| -18% | -$74.1K | 0.02% | 376 |
|
|
2019
Q1 | $385K | Sell |
5,769
-149
| -3% | -$9.94K | 0.03% | 371 |
|
|
2018
Q4 | $371K | Buy |
5,918
+350
| +6% | +$21.9K | 0.02% | 364 |
|
|
2018
Q3 | $408K | Sell |
5,568
-3,247
| -37% | -$238K | 0.03% | 363 |
|
|
2018
Q2 | $602K | Buy |
8,815
+3,025
| +52% | +$207K | 0.04% | 298 |
|
|
2018
Q1 | $347K | Sell |
5,790
-984
| -15% | -$59K | 0.03% | 400 |
|
|
2017
Q4 | $411K | Buy |
6,774
+162
| +2% | +$9.83K | 0.03% | 375 |
|
|
2017
Q3 | $357K | Buy |
+6,612
| New | +$357K | 0.03% | 394 |
|