Eagle Ridge Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,775
| Closed | -$264K | – | 128 |
|
|
2020
Q1 | $264K | Hold |
5,775
| – | – | 0.05% | 105 |
|
|
2019
Q4 | $494K | Sell |
5,775
-100
| -2% | -$8.55K | 0.07% | 99 |
|
|
2019
Q3 | $466K | Hold |
5,875
| – | – | 0.07% | 103 |
|
|
2019
Q2 | $415K | Hold |
5,875
| – | – | 0.06% | 109 |
|
|
2019
Q1 | $392K | Hold |
5,875
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $368K | Hold |
5,875
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $430K | Sell |
5,875
-650
| -10% | -$47.6K | 0.06% | 115 |
|
|
2018
Q2 | $446K | Hold |
6,525
| – | – | 0.07% | 114 |
|
|
2018
Q1 | $391K | Sell |
6,525
-117,828
| -95% | -$7.06M | 0.06% | 119 |
|
|
2017
Q4 | $7.55M | Buy |
124,353
+1,804
| +1% | +$110K | 1.17% | 36 |
|
|
2017
Q3 | $6.61M | Buy |
122,549
+1,267
| +1% | +$68.4K | 1.1% | 41 |
|
|
2017
Q2 | $5.81M | Buy |
121,282
+10,298
| +9% | +$494K | 1.1% | 47 |
|
|
2017
Q1 | $5.76M | Buy |
110,984
+1,675
| +2% | +$87K | 1.13% | 42 |
|
|
2016
Q4 | $6.05M | Sell |
109,309
-1,345
| -1% | -$74.5K | 1.26% | 33 |
|
|
2016
Q3 | $5.42M | Sell |
110,654
-1,410
| -1% | -$69.1K | 1.2% | 40 |
|
|
2016
Q2 | $5.69M | Buy |
112,064
+25
| +0% | +$1.27K | 1.3% | 31 |
|
|
2016
Q1 | $5.24M | Buy |
112,039
+1,445
| +1% | +$67.5K | 1.23% | 33 |
|
|
2015
Q4 | $4.53M | Buy |
110,594
+2,595
| +2% | +$106K | 1.09% | 45 |
|
|
2015
Q3 | $4.21M | Buy |
+107,999
| New | +$4.21M | 1.08% | 44 |
|