ERIM
SYY icon

Eagle Ridge Investment Management’s Sysco SYY Stock Holding History

Eagle Ridge Investment Management’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
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% -$8.1K 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% -$46.8K 0.06% 115
2018
Q2 		$446K Hold
6,525
– – 0.07% 114
2018
Q1 		$391K Sell
6,525
-117,828
-95% -$7.13M 0.06% 119
2017
Q4 		$7.55M Buy
124,353
+1,804
+1% +$102K 1.17% 36
2017
Q3 		$6.61M Buy
122,549
+1,267
+1% +$65.9K 1.1% 41
2017
Q2 		$5.81M Buy
121,282
+10,298
+9% +$550K 1.1% 47
2017
Q1 		$5.76M Buy
110,984
+1,675
+2% +$88.8K 1.13% 42
2016
Q4 		$6.05M Sell
109,309
-1,345
-1% -$69.9K 1.26% 33
2016
Q3 		$5.42M Sell
110,654
-1,410
-1% -$72.4K 1.2% 40
2016
Q2 		$5.69M Buy
112,064
+25
+0% +$1.21K 1.3% 31
2016
Q1 		$5.24M Buy
112,039
+1,445
+1% +$62.4K 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 +$4.12M 1.08% 44

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's SYY Position: Q2 2020 in Review

Eagle Ridge Investment Management sold out of Sysco (SYY) in Q2 2020, closing a stake of 5,775 shares — an estimated $264K sold.

Eagle Ridge Investment Management first reported a position in SYY in Q3 2015 and held it in 19 quarters. The position peaked at $7.55M in Q4 2017. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Eagle Ridge Investment Management reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 5,775 Sysco shares in Q2 2020, an estimated $264K.
  • Eagle Ridge Investment Management first reported a position in Sysco in Q3 2015 and held it in 19 quarters.
  • Eagle Ridge Investment Management's Sysco position peaked at $7.55M in Q4 2017.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2020, filed 29 Jul 2020.