Essex Financial Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $942K | Buy |
13,200
+118
| +0.9% | +$9.76K | 0.05% | 308 |
|
|
2025
Q4 | $964K | Buy |
13,082
+812
| +7% | +$61.8K | 0.05% | 287 |
|
|
2025
Q3 | $1.01M | Sell |
12,270
-256
| -2% | -$20.5K | 0.06% | 262 |
|
|
2025
Q2 | $949K | Sell |
12,526
-347
| -3% | -$25.2K | 0.06% | 265 |
|
|
2025
Q1 | $966K | Sell |
12,873
-265
| -2% | -$19.4K | 0.07% | 236 |
|
|
2024
Q4 | $1M | Buy |
13,138
+46
| +0.4% | +$3.52K | 0.07% | 234 |
|
|
2024
Q3 | $979K | Sell |
13,092
-1,810
| -12% | -$136K | 0.07% | 248 |
|
|
2024
Q2 | $1.13M | Buy |
14,902
+6,330
| +74% | +$473K | 0.08% | 214 |
|
|
2024
Q1 | $696K | Buy |
8,572
+994
| +13% | +$78.3K | 0.06% | 262 |
|
|
2023
Q4 | $554K | Buy |
7,578
+244
| +3% | +$16.8K | 0.06% | 286 |
|
|
2023
Q3 | $484K | Sell |
7,334
-104
| -1% | -$7.47K | 0.06% | 281 |
|
|
2023
Q2 | $552K | Buy |
7,438
+2,818
| +61% | +$208K | 0.06% | 262 |
|
|
2023
Q1 | $357K | Sell |
4,620
-760
| -14% | -$58.3K | 0.04% | 345 |
|
|
2022
Q4 | $411K | Sell |
5,380
-1,143
| -18% | -$92.3K | 0.04% | 311 |
|
|
2022
Q3 | $461K | Sell |
6,523
-171
| -3% | -$14.2K | 0.05% | 268 |
|
|
2022
Q2 | $567K | Buy |
6,694
+628
| +10% | +$52.6K | 0.06% | 253 |
|
|
2022
Q1 | $495K | Sell |
6,066
-199
| -3% | -$16.1K | 0.05% | 293 |
|
|
2021
Q4 | $492K | Buy |
6,265
+65
| +1% | +$5K | 0.05% | 289 |
|
|
2021
Q3 | $487K | Buy |
6,200
+634
| +11% | +$48.4K | 0.06% | 272 |
|
|
2021
Q2 | $438K | Hold |
5,566
| – | – | 0.06% | 257 |
|
|
2021
Q1 | $438K | Buy |
5,566
+86
| +2% | +$6.67K | 0.08% | 211 |
|
|
2020
Q4 | $407K | Sell |
5,480
-180
| -3% | -$12.4K | 0.08% | 209 |
|
|
2020
Q3 | $352K | Sell |
5,660
-268
| -5% | -$15.6K | 0.09% | 204 |
|
|
2020
Q2 | $324K | Buy |
5,928
+527
| +10% | +$27.7K | 0.1% | 185 |
|
|
2020
Q1 | $246K | Sell |
5,401
-700
| -11% | -$48.4K | 0.09% | 202 |
|
|
2019
Q4 | $522K | Sell |
6,101
-154
| -2% | -$12.5K | 0.14% | 143 |
|
|
2019
Q3 | $497K | Sell |
6,255
-149
| -2% | -$10.9K | 0.16% | 139 |
|
|
2019
Q2 | $453K | Buy |
6,404
+182
| +3% | +$13K | 0.13% | 147 |
|
|
2019
Q1 | $415K | Sell |
6,222
-702
| -10% | -$45.7K | 0.13% | 146 |
|
|
2018
Q4 | $434K | Buy |
6,924
+2
| +0% | +$135 | 0.13% | 142 |
|
|
2018
Q3 | $507K | Buy |
6,922
+2
| +0% | +$144 | 0.11% | 158 |
|
|
2018
Q2 | $473K | Buy |
6,920
+3
| +0% | +$192 | 0.11% | 162 |
|
|
2018
Q1 | $415K | Sell |
6,917
-298
| -4% | -$18K | 0.08% | 222 |
|
|
2017
Q4 | $438K | Buy |
7,215
+6
| +0.1% | +$340 | 0.1% | 172 |
|
|
2017
Q3 | $389K | Sell |
7,209
-94
| -1% | -$4.89K | 0.1% | 181 |
|
|
2017
Q2 | $368K | Sell |
7,303
-1,094
| -13% | -$58.4K | 0.08% | 239 |
|
|
2017
Q1 | $436K | Buy |
8,397
+5
| +0.1% | +$265 | 0.1% | 195 |
|
|
2016
Q4 | $465K | Sell |
8,392
-2,101
| -20% | -$109K | 0.1% | 185 |
|
|
2016
Q3 | $514K | Buy |
10,493
+368
| +4% | +$18.9K | 0.12% | 162 |
|
|
2016
Q2 | $514K | Sell |
10,125
-515
| -5% | -$24.9K | 0.12% | 158 |
|
|
2016
Q1 | $497K | Sell |
10,640
-234
| -2% | -$10.1K | 0.12% | 164 |
|
|
2015
Q4 | $446K | Buy |
10,874
+1,014
| +10% | +$41.6K | 0.11% | 186 |
|
|
2015
Q3 | $384K | Buy |
9,860
+16
| +0.2% | +$611 | 0.1% | 206 |
|
|
2015
Q2 | $355K | Sell |
9,844
-63
| -0.6% | -$2.36K | 0.09% | 217 |
|
|
2015
Q1 | $374K | Sell |
9,907
-989
| -9% | -$39K | 0.1% | 208 |
|
|
2014
Q4 | $432K | Buy |
10,896
+1,871
| +21% | +$72.5K | 0.11% | 190 |
|
|
2014
Q3 | $343K | Sell |
9,025
-389
| -4% | -$14.5K | 0.1% | 208 |
|
|
2014
Q2 | $353K | Buy |
9,414
+11
| +0.1% | +$404 | 0.11% | 203 |
|
|
2014
Q1 | $340K | Sell |
9,403
-290
| -3% | -$10.4K | 0.11% | 195 |
|
|
2013
Q4 | $350K | Buy |
9,693
+1,823
| +23% | +$61.6K | 0.12% | 182 |
|
|
2013
Q3 | $250 | Buy |
7,870
+1,584
| +25% | +$53.1K | 0.08% | 214 |
|
|
2013
Q2 | $215K | Buy |
+6,286
| New | +$216K | 0.08% | 236 |
|
Other funds holding SYY
VCM
VPM
Essex Financial Services's SYY Position: Q1 2026 in Review
Essex Financial Services increased its Sysco (SYY) stake by 0.9% in Q1 2026, buying an estimated $9.76K and bringing the position to 13,200 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #308.
Essex Financial Services first reported a position in SYY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.13M in Q2 2024. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Essex Financial Services held 13,200 shares of Sysco worth $942K as of Q1 2026.
- Essex Financial Services bought 118 Sysco shares in Q1 2026, an estimated $9.76K.
- Sysco made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #308 holding.
- Essex Financial Services first reported a position in Sysco in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's Sysco position peaked at $1.13M in Q2 2024.
- 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.