Country Club Trust’s Sysco SYY Stock Holding History

Country Club Trust’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
2021 Q4	$328K	Buy	4,200 +1,000	+31%	+$77K	0.03%	236
2021 Q3	$259K	Buy	3,200 +17	+0.5%	+$1.3K	0.02%	248
2021 Q2	$241K	Sell	3,183 -350	-10%	-$28.3K	0.02%	245
2021 Q1	$282K	Hold	3,533	–	–	0.03%	218
2020 Q4	$259K	Hold	3,533	–	–	0.03%	220
2020 Q3	$220K	Buy	+3,533	New	+$206K	0.03%	223
2020 Q1	–	Sell	-3,538	Closed	-$304K	–	250
2019 Q4	$304K	Hold	3,538	–	–	0.03%	198
2019 Q3	$279K	Sell	3,538 -37	-1%	-$2.72K	0.03%	209
2019 Q2	$253K	Sell	3,575 -26	-0.7%	-$1.85K	0.03%	227
2019 Q1	$240K	Sell	3,601 -24	-0.7%	-$1.56K	0.03%	227
2018 Q4	$227K	Sell	3,625 -43	-1%	-$2.9K	0.03%	229
2018 Q3	$269K	Sell	3,668 -50	-1%	-$3.6K	0.03%	219
2018 Q2	$254K	Buy	+3,718	New	+$237K	0.03%	223
2013 Q4	–	Sell	-7,062	Closed	-$225K	–	231
2013 Q3	$225K	Sell	7,062 -136,049	-95%	-$4.56M	0.04%	204
2013 Q2	$4.89M	Buy	+143,111	New	+$4.93M	0.83%	44

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Country Club Trust's SYY Position: Q4 2021 in Review

Country Club Trust increased its Sysco (SYY) stake by 31% in Q4 2021, buying an estimated $77K and bringing the position to 4,200 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #236.

Country Club Trust first reported a position in SYY in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.89M in Q2 2013. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

Country Club Trust held 4,200 shares of Sysco worth $328K as of Q4 2021.
Country Club Trust bought 1,000 Sysco shares in Q4 2021, an estimated $77K.
Sysco made up 0.03% of Country Club Trust's portfolio in Q4 2021, its #236 holding.
Country Club Trust first reported a position in Sysco in Q2 2013 and has held it in 15 quarters since.
Country Club Trust's Sysco position peaked at $4.89M in Q2 2013.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.