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First Mercantile Trust’s Sysco SYY Stock Holding History

First Mercantile Trust’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 		$141K Buy
1,790
+360
+25% +$27.5K 0.02% 544
2021
Q2 		$111K Buy
+1,430
New +$115K 0.01% 654
2020
Q3 		– Sell
-2,440
Closed -$133K – 890
2020
Q2 		$133K Buy
+2,440
New +$128K 0.02% 546
2018
Q4 		– Sell
-8,400
Closed -$615K – 941
2018
Q3 		$615K Sell
8,400
-1,600
-16% -$115K 0.12% 201
2018
Q2 		$683K Sell
10,000
-500
-5% -$31.9K 0.14% 174
2018
Q1 		$630K Hold
10,500
– – 0.13% 192
2017
Q4 		$638K Sell
10,500
-1,700
-14% -$96.3K 0.12% 191
2017
Q3 		$658K Hold
12,200
– – 0.12% 214
2017
Q2 		$614K Sell
12,200
-1,950
-14% -$104K 0.11% 226
2017
Q1 		$734K Sell
14,150
-300
-2% -$15.9K 0.11% 228
2016
Q4 		$800K Sell
14,450
-3,700
-20% -$192K 0.12% 200
2016
Q3 		$890K Sell
18,150
-2,450
-12% -$126K 0.12% 214
2016
Q2 		$1.04M Buy
20,600
+18,600
+930% +$900K 0.13% 195
2016
Q1 		$93K Hold
2,000
– – 0.01% 757
2015
Q4 		$82K Hold
2,000
– – 0.01% 852
2015
Q3 		$78K Sell
2,000
-1,498
-43% -$57.2K 0.01% 874
2015
Q2 		$126K Sell
3,498
-2,254
-39% -$84.3K 0.01% 798
2015
Q1 		$217K Buy
5,752
+3,752
+188% +$148K 0.02% 683
2014
Q4 		$79K Hold
2,000
– – 0.01% 895
2014
Q3 		$76K Hold
2,000
– – 0.01% 935
2014
Q2 		$75K Hold
2,000
– – 0.01% 877
2014
Q1 		$72K Hold
2,000
– – 0.01% 967
2013
Q4 		$72K Buy
2,000
+100
+5% +$3.38K 0.01% 894
2013
Q3 		$60K Hold
1,900
– – ﹤0.01% 933
2013
Q2 		$65K Buy
+1,900
New +$65.4K 0.01% 917

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

First Mercantile Trust's SYY Position: Q3 2021 in Review

First Mercantile Trust increased its Sysco (SYY) stake by 25% in Q3 2021, buying an estimated $27.5K and bringing the position to 1,790 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #544.

First Mercantile Trust first reported a position in SYY in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.04M in Q2 2016. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • First Mercantile Trust held 1,790 shares of Sysco worth $141K as of Q3 2021.
  • First Mercantile Trust bought 360 Sysco shares in Q3 2021, an estimated $27.5K.
  • Sysco made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #544 holding.
  • First Mercantile Trust first reported a position in Sysco in Q2 2013 and has held it in 25 quarters since.
  • First Mercantile Trust's Sysco position peaked at $1.04M in Q2 2016.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.