Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.31M Sell
46,337
-1,500
-3% -$124K 0.04% 95
2025
Q4
$3.53M Sell
47,837
-980
-2% -$74.6K 0.04% 90
2025
Q3
$4.02M Sell
48,817
-2,488
-5% -$199K 0.05% 87
2025
Q2
$3.89M Sell
51,305
-293
-0.6% -$21.3K 0.05% 86
2025
Q1
$3.87M Sell
51,598
-4,410
-8% -$323K 0.05% 84
2024
Q4
$4.28M Sell
56,008
-458
-0.8% -$35.1K 0.05% 78
2024
Q3
$4.41M Sell
56,466
-1,430
-2% -$107K 0.05% 74
2024
Q2
$4.13M Sell
57,896
-1,471
-2% -$110K 0.05% 76
2024
Q1
$4.82M Sell
59,367
-2,023
-3% -$159K 0.06% 72
2023
Q4
$4.49M Sell
61,390
-305
-0.5% -$21.1K 0.06% 70
2023
Q3
$4.07M Sell
61,695
-1,475
-2% -$106K 0.06% 70
2023
Q2
$4.69M Sell
63,170
-4,596
-7% -$340K 0.07% 66
2023
Q1
$5.23M Sell
67,766
-13,218
-16% -$1.01M 0.08% 64
2022
Q4
$6.19M Sell
80,984
-200
-0.2% -$16.2K 0.11% 61
2022
Q3
$5.74M Sell
81,184
-450
-0.6% -$37.5K 0.11% 63
2022
Q2
$6.92M Sell
81,634
-6,675
-8% -$559K 0.12% 61
2022
Q1
$7.21M Sell
88,309
-465
-0.5% -$37.6K 0.1% 64
2021
Q4
$6.97M Sell
88,774
-434
-0.5% -$33.4K 0.1% 66
2021
Q3
$7M Sell
89,208
-950
-1% -$72.5K 0.11% 63
2021
Q2
$7.01M Sell
90,158
-3,277
-4% -$265K 0.11% 61
2021
Q1
$7.36M Sell
93,435
-7,010
-7% -$543K 0.13% 58
2020
Q4
$7.46M Sell
100,445
-5,561
-5% -$382K 0.13% 58
2020
Q3
$6.6M Sell
106,006
-6,620
-6% -$385K 0.13% 60
2020
Q2
$6.16M Sell
112,626
-3,404
-3% -$179K 0.14% 57
2020
Q1
$5.29M Buy
116,030
+174
+0.2% +$12K 0.14% 57
2019
Q4
$9.91M Sell
115,856
-2,549
-2% -$206K 0.22% 48
2019
Q3
$9.4M Sell
118,405
-639
-0.5% -$46.9K 0.23% 52
2019
Q2
$8.42M Sell
119,044
-1,949
-2% -$139K 0.21% 52
2019
Q1
$8.08M Buy
120,993
+3,006
+3% +$196K 0.21% 49
2018
Q4
$7.39M Sell
117,987
-3,460
-3% -$233K 0.21% 49
2018
Q3
$8.9M Sell
121,447
-1,056
-0.9% -$76.1K 0.22% 51
2018
Q2
$8.37M Sell
122,503
-6,099
-5% -$390K 0.23% 50
2018
Q1
$7.71M Buy
128,602
+4,165
+3% +$252K 0.21% 51
2017
Q4
$7.56M Sell
124,437
-3,124
-2% -$177K 0.21% 49
2017
Q3
$6.88M Sell
127,561
-4,298
-3% -$224K 0.21% 50
2017
Q2
$6.64M Sell
131,859
-2,374
-2% -$127K 0.21% 51
2017
Q1
$6.97M Sell
134,233
-6,049
-4% -$321K 0.23% 50
2016
Q4
$7.77M Sell
140,282
-9,500
-6% -$493K 0.27% 48
2016
Q3
$7.34M Sell
149,782
-10,975
-7% -$564K 0.26% 51
2016
Q2
$8.16M Sell
160,757
-9,634
-6% -$466K 0.29% 46
2016
Q1
$7.96M Sell
170,391
-16,239
-9% -$701K 0.29% 47
2015
Q4
$7.65M Sell
186,630
-4,965
-3% -$204K 0.27% 48
2015
Q3
$7.47M Sell
191,595
-3,940
-2% -$150K 0.27% 50
2015
Q2
$7.06M Sell
195,535
-4,150
-2% -$155K 0.25% 49
2015
Q1
$7.53M Buy
199,685
+1,550
+0.8% +$61.1K 0.26% 47
2014
Q4
$7.86M Sell
198,135
-20,450
-9% -$793K 0.27% 50
2014
Q3
$8.29M Sell
218,585
-23,575
-10% -$880K 0.3% 50
2014
Q2
$9.07M Sell
242,160
-5,025
-2% -$185K 0.33% 51
2014
Q1
$8.93M Sell
247,185
-15,550
-6% -$558K 0.33% 52
2013
Q4
$9.48M Sell
262,735
-9,759
-4% -$330K 0.35% 50
2013
Q3
$8.67M Sell
272,494
-54,650
-17% -$1.83M 0.35% 50
2013
Q2
$11.2M Buy
+327,144
New +$11.3M 0.47% 43

Other funds holding SYY