Dowling & Yahnke’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.12M | Sell |
15,878
-1,985
| -11% | -$165K | 0.05% | 214 |
|
|
2022
Q2 | $1.51M | Buy |
17,863
+3,265
| +22% | +$273K | 0.07% | 197 |
|
|
2022
Q1 | $1.19M | Sell |
14,598
-449
| -3% | -$36.3K | 0.05% | 214 |
|
|
2021
Q4 | $1.18M | Sell |
15,047
-875
| -5% | -$67.3K | 0.06% | 218 |
|
|
2021
Q3 | $1.25M | Buy |
15,922
+811
| +5% | +$61.9K | 0.07% | 198 |
|
|
2021
Q2 | $1.18M | Sell |
15,111
-224
| -1% | -$18.1K | 0.07% | 200 |
|
|
2021
Q1 | $1.21M | Sell |
15,335
-446
| -3% | -$34.6K | 0.08% | 190 |
|
|
2020
Q4 | $1.17M | Sell |
15,781
-526
| -3% | -$36.2K | 0.08% | 186 |
|
|
2020
Q3 | $1.01M | Buy |
16,307
+343
| +2% | +$20K | 0.08% | 185 |
|
|
2020
Q2 | $873K | Sell |
15,964
-1,862
| -10% | -$97.9K | 0.07% | 199 |
|
|
2020
Q1 | $813K | Sell |
17,826
-5,230
| -23% | -$362K | 0.08% | 186 |
|
|
2019
Q4 | $1.97M | Sell |
23,056
-560
| -2% | -$45.4K | 0.15% | 147 |
|
|
2019
Q3 | $1.88M | Sell |
23,616
-768
| -3% | -$56.4K | 0.16% | 147 |
|
|
2019
Q2 | $1.72M | Sell |
24,384
-466
| -2% | -$33.2K | 0.14% | 153 |
|
|
2019
Q1 | $1.66M | Sell |
24,850
-1,788
| -7% | -$116K | 0.16% | 137 |
|
|
2018
Q4 | $1.79M | Buy |
26,638
+1,305
| +5% | +$88K | 0.19% | 125 |
|
|
2018
Q3 | $1.86M | Sell |
25,333
-630
| -2% | -$45.4K | 0.16% | 151 |
|
|
2018
Q2 | $1.77M | Sell |
25,963
-160
| -0.6% | -$10.2K | 0.16% | 156 |
|
|
2018
Q1 | $1.57M | Buy |
26,123
+627
| +2% | +$38K | 0.15% | 162 |
|
|
2017
Q4 | $1.55M | Sell |
25,496
-188
| -0.7% | -$10.7K | 0.14% | 160 |
|
|
2017
Q3 | $1.39M | Buy |
25,684
+482
| +2% | +$25.1K | 0.14% | 156 |
|
|
2017
Q2 | $1.27M | Buy |
25,202
+1,109
| +5% | +$59.2K | 0.13% | 162 |
|
|
2017
Q1 | $1.25M | Sell |
24,093
-915
| -4% | -$48.5K | 0.13% | 162 |
|
|
2016
Q4 | $1.39M | Sell |
25,008
-79
| -0.3% | -$4.1K | 0.15% | 154 |
|
|
2016
Q3 | $1.23M | Buy |
25,087
+1,617
| +7% | +$83K | 0.14% | 159 |
|
|
2016
Q2 | $1.19M | Buy |
23,470
+1,291
| +6% | +$62.5K | 0.14% | 157 |
|
|
2016
Q1 | $1.04M | Buy |
22,179
+1,015
| +5% | +$43.8K | 0.13% | 160 |
|
|
2015
Q4 | $868K | Sell |
21,164
-294
| -1% | -$12.1K | 0.11% | 164 |
|
|
2015
Q3 | $836K | Sell |
21,458
-900
| -4% | -$34.3K | 0.11% | 162 |
|
|
2015
Q2 | $807K | Sell |
22,358
-60
| -0.3% | -$2.25K | 0.1% | 169 |
|
|
2015
Q1 | $846K | Sell |
22,418
-295
| -1% | -$11.6K | 0.11% | 164 |
|
|
2014
Q4 | $901K | Buy |
22,713
+140
| +0.6% | +$5.43K | 0.11% | 157 |
|
|
2014
Q3 | $857K | Buy |
22,573
+788
| +4% | +$29.4K | 0.11% | 155 |
|
|
2014
Q2 | $816K | Sell |
21,785
-2,310
| -10% | -$84.8K | 0.11% | 162 |
|
|
2014
Q1 | $871K | Sell |
24,095
-2,768
| -10% | -$99.4K | 0.11% | 154 |
|
|
2013
Q4 | $970K | Sell |
26,863
-3,013
| -10% | -$102K | 0.14% | 143 |
|
|
2013
Q3 | $951K | Sell |
29,876
-6,740
| -18% | -$226K | 0.15% | 141 |
|
|
2013
Q2 | $1.25M | Buy |
+36,616
| New | +$1.26M | 0.21% | 119 |
|
Other funds holding SYY
Dowling & Yahnke's SYY Position: Q3 2022 in Review
Dowling & Yahnke reduced its Sysco (SYY) stake by 11% in Q3 2022, selling an estimated $165K and leaving 15,878 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #214.
Dowling & Yahnke first reported a position in SYY in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.97M in Q4 2019. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.
- Dowling & Yahnke held 15,878 shares of Sysco worth $1.12M as of Q3 2022.
- Dowling & Yahnke sold 1,985 Sysco shares in Q3 2022, an estimated $165K.
- Sysco made up 0.05% of Dowling & Yahnke's portfolio in Q3 2022, its #214 holding.
- Dowling & Yahnke first reported a position in Sysco in Q2 2013 and has held it in 38 quarters since.
- Dowling & Yahnke's Sysco position peaked at $1.97M in Q4 2019.
- 1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.
Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.