Compagnie Lombard Odier SCmA’s Sysco SYY Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,742	Closed	-$577K	–	628
2023 Q3	$577K	Buy	8,742 +1,665	+24%	+$120K	0.01%	177
2023 Q2	$525K	Hold	7,077	–	–	0.01%	171
2023 Q1	$547K	Buy	7,077 +6,235	+740%	+$479K	0.01%	194
2022 Q4	$64K	Buy	+842	New	+$68K	﹤0.01%	445
2021 Q1	–	Sell	-4,702	Closed	-$349K	–	681
2020 Q4	$349K	Buy	+4,702	New	+$323K	0.01%	267
2016 Q2	–	Sell	-2,015	Closed	-$94K	–	972
2016 Q1	$94K	Hold	2,015	–	–	﹤0.01%	626
2015 Q4	$83K	Hold	2,015	–	–	﹤0.01%	628
2015 Q3	$79K	Hold	2,015	–	–	﹤0.01%	556
2015 Q2	$73K	Sell	2,015 -2,791	-58%	-$104K	﹤0.01%	598
2015 Q1	$181K	Hold	4,806	–	–	0.01%	509
2014 Q4	$191K	Sell	4,806 -13,557	-74%	-$526K	0.01%	421
2014 Q3	$696K	Buy	18,363 +4,763	+35%	+$178K	0.03%	248
2014 Q2	$510K	Sell	13,600 -1,952	-13%	-$71.7K	0.02%	316
2014 Q1	$562K	Buy	15,552 +2,775	+22%	+$99.7K	0.02%	302
2013 Q4	$462K	Buy	+12,777	New	+$432K	0.02%	341

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Compagnie Lombard Odier SCmA's SYY Position: Q4 2023 in Review

Compagnie Lombard Odier SCmA sold out of Sysco (SYY) in Q4 2023, closing a stake of 8,742 shares — an estimated $577K sold.

Compagnie Lombard Odier SCmA first reported a position in SYY in Q4 2013 and held it in 15 quarters. The position peaked at $696K in Q3 2014. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Compagnie Lombard Odier SCmA reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 8,742 Sysco shares in Q4 2023, an estimated $577K.
Compagnie Lombard Odier SCmA first reported a position in Sysco in Q4 2013 and held it in 15 quarters.
Compagnie Lombard Odier SCmA's Sysco position peaked at $696K in Q3 2014.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2023, filed 16 Jan 2024.