DBT
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Dubuque Bank & Trust’s Sysco SYY Stock Holding History

Dubuque Bank & 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
2022
Q3 		– Sell
-2,679
Closed -$227K – 232
2022
Q2 		$227K Sell
2,679
-237
-8% -$19.9K 0.03% 189
2022
Q1 		$238K Buy
2,916
+367
+14% +$29.7K 0.03% 210
2021
Q4 		$201K Sell
2,549
-506
-17% -$38.9K 0.02% 239
2021
Q3 		$240K Buy
+3,055
New +$233K 0.03% 233
2018
Q3 		– Sell
-15
Closed -$1K – 712
2018
Q2 		$1K Sell
15
-100
-87% -$6.39K ﹤0.01% 681
2018
Q1 		$7K Buy
+115
New +$6.96K ﹤0.01% 544
2016
Q3 		– Sell
-300
Closed -$15K – 581
2016
Q2 		$15K Hold
300
– – ﹤0.01% 372
2016
Q1 		$14K Sell
300
-100
-25% -$4.32K ﹤0.01% 393
2015
Q4 		$16K Sell
400
-140
-26% -$5.74K ﹤0.01% 434
2015
Q3 		$21K Buy
540
+107
+25% +$4.08K ﹤0.01% 349
2015
Q2 		$16K Buy
433
+300
+226% +$11.2K ﹤0.01% 428
2015
Q1 		$5K Hold
133
– – ﹤0.01% 512
2014
Q4 		$5K Hold
133
– – ﹤0.01% 494
2014
Q3 		$5K Sell
133
-212
-61% -$7.91K ﹤0.01% 497
2014
Q2 		$13K Buy
345
+212
+159% +$7.79K ﹤0.01% 466
2014
Q1 		$5K Sell
133
-205
-61% -$7.36K ﹤0.01% 384
2013
Q4 		$12K Sell
338
-300
-47% -$10.1K ﹤0.01% 340
2013
Q3 		$21K Hold
638
– – ﹤0.01% 271
2013
Q2 		$22K Buy
+638
New +$22K ﹤0.01% 234

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dubuque Bank & Trust's SYY Position: Q3 2022 in Review

Dubuque Bank & Trust sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,679 shares — an estimated $227K sold.

Dubuque Bank & Trust first reported a position in SYY in Q2 2013 and held it in 19 quarters. The position peaked at $240K in Q3 2021. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Dubuque Bank & Trust reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Dubuque Bank & Trust sold 2,679 Sysco shares in Q3 2022, an estimated $227K.
  • Dubuque Bank & Trust first reported a position in Sysco in Q2 2013 and held it in 19 quarters.
  • Dubuque Bank & Trust's Sysco position peaked at $240K in Q3 2021.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Dubuque Bank & Trust's 13F filing for Q3 2022, filed 2 Nov 2022.