Farr Miller & Washington’s Sysco SYY Stock Holding History

Farr Miller & Washington’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
2021 Q3	$3.57M	Sell	45,478 -415	-0.9%	-$31.7K	0.23%	48
2021 Q2	$3.57M	Buy	45,893 +1,526	+3%	+$123K	0.23%	49
2021 Q1	$3.49M	Buy	44,367 +1,725	+4%	+$134K	0.25%	46
2020 Q4	$3.17M	Buy	42,642 +1,688	+4%	+$116K	0.24%	48
2020 Q3	$2.55M	Buy	40,954 +405	+1%	+$23.6K	0.22%	49
2020 Q2	$2.22M	Sell	40,549 -477	-1%	-$25.1K	0.18%	49
2020 Q1	$1.87M	Buy	41,026 +1,429	+4%	+$98.9K	0.18%	49
2019 Q4	$3.39M	Buy	39,597 +855	+2%	+$69.3K	0.24%	45
2019 Q3	$3.08M	Sell	38,742 -5,969	-13%	-$438K	0.24%	45
2019 Q2	$3.16M	Buy	44,711 +490	+1%	+$34.9K	0.26%	46
2019 Q1	$2.95M	Hold	44,221	–	–	0.25%	49
2018 Q4	$2.77M	Sell	44,221 -850	-2%	-$57.3K	0.26%	50
2018 Q3	$3.3M	Sell	45,071 -2,086	-4%	-$150K	0.28%	45
2018 Q2	$3.22M	Hold	47,157	–	–	0.29%	45
2018 Q1	$2.83M	Sell	47,157 -2,075	-4%	-$126K	0.26%	49
2017 Q4	$2.99M	Buy	49,232 +2,001	+4%	+$113K	0.27%	49
2017 Q3	$2.55M	Sell	47,231 -5,045	-10%	-$263K	0.24%	50
2017 Q2	$2.63M	Sell	52,276 -445	-0.8%	-$23.8K	0.26%	49
2017 Q1	$2.74M	Sell	52,721 -6,965	-12%	-$369K	0.28%	47
2016 Q4	$3.31M	Buy	59,686 +880	+1%	+$45.7K	0.36%	41
2016 Q3	$2.88M	Buy	58,806 +188	+0.3%	+$9.65K	0.31%	45
2016 Q2	$2.97M	Buy	58,618 +249	+0.4%	+$12K	0.34%	43
2016 Q1	$2.73M	Buy	58,369 +2,391	+4%	+$103K	0.31%	43
2015 Q4	$2.29M	Sell	55,978 -2,571	-4%	-$105K	0.27%	47
2015 Q3	$2.28M	Sell	58,549 -6,341	-10%	-$242K	0.29%	44
2015 Q2	$2.34M	Buy	64,890 +525	+0.8%	+$19.6K	0.27%	43
2015 Q1	$2.43M	Buy	64,365 +2,620	+4%	+$103K	0.28%	43
2014 Q4	$2.45M	Buy	61,745 +1,250	+2%	+$48.5K	0.29%	44
2014 Q3	$2.3M	Sell	60,495 -1,150	-2%	-$42.9K	0.3%	45
2014 Q2	$2.31M	Buy	61,645 +925	+2%	+$34K	0.3%	45
2014 Q1	$2.19M	Sell	60,720 -130	-0.2%	-$4.67K	0.3%	44
2013 Q4	$2.2M	Buy	60,850 +305	+0.5%	+$10.3K	0.31%	44
2013 Q3	$1.93M	Sell	60,545 -1,630	-3%	-$54.7K	0.31%	44
2013 Q2	$2.12M	Buy	+62,175	New	+$2.14M	0.35%	43

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Farr Miller & Washington's SYY Position: Q3 2021 in Review

Farr Miller & Washington reduced its Sysco (SYY) stake by 0.9% in Q3 2021, selling an estimated $31.7K and leaving 45,478 shares worth $3.57M. The position accounts for 0.23% of the portfolio, ranked #48.

Farr Miller & Washington first reported a position in SYY in Q2 2013 and has held it in 34 quarters since. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Farr Miller & Washington held 45,478 shares of Sysco worth $3.57M as of Q3 2021.
Farr Miller & Washington sold 415 Sysco shares in Q3 2021, an estimated $31.7K.
Sysco made up 0.23% of Farr Miller & Washington's portfolio in Q3 2021, its #48 holding.
Farr Miller & Washington first reported a position in Sysco in Q2 2013 and has held it in 34 quarters since.
1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.