First National Bank of South Miami’s Sysco SYY Stock Holding History

First National Bank of South Miami’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
2023 Q2	$105K	Sell	1,410 -86	-6%	-$6.36K	0.08%	163
2023 Q1	$116K	Hold	1,496	–	–	0.09%	160
2022 Q4	$115K	Hold	1,496	–	–	0.09%	162
2022 Q3	$105K	Sell	1,496 -406	-21%	-$33.8K	0.08%	162
2022 Q2	$161K	Sell	1,902 -220	-10%	-$18.4K	0.11%	145
2022 Q1	$174K	Sell	2,122 -61	-3%	-$4.93K	0.11%	147
2021 Q4	$171K	Buy	2,183 +266	+14%	+$20.5K	0.1%	148
2021 Q3	$150K	Hold	1,917	–	–	0.1%	144
2021 Q2	$149K	Hold	1,917	–	–	0.1%	142
2021 Q1	$151K	Sell	1,917 -34	-2%	-$2.64K	0.12%	130
2020 Q4	$145K	Sell	1,951 -46	-2%	-$3.16K	0.12%	124
2020 Q3	$125K	Sell	1,997 -471	-19%	-$27.4K	0.12%	126
2020 Q2	$135K	Hold	2,468	–	–	0.15%	120
2020 Q1	$113K	Buy	2,468 +700	+40%	+$48.4K	0.14%	123
2019 Q4	$151K	Hold	1,768	–	–	0.15%	118
2019 Q3	$131K	Hold	1,768	–	–	0.13%	133
2019 Q2	$121K	Sell	1,768 -370	-17%	-$26.3K	0.11%	136
2019 Q1	$143K	Hold	2,138	–	–	0.14%	123
2018 Q4	$136K	Buy	+2,138	New	+$144K	0.13%	129

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First National Bank of South Miami's SYY Position: Q2 2023 in Review

First National Bank of South Miami reduced its Sysco (SYY) stake by 5.7% in Q2 2023, selling an estimated $6.36K and leaving 1,410 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #163.

First National Bank of South Miami first reported a position in SYY in Q4 2018 and has held it in 19 quarters since. The position peaked at $174K in Q1 2022. 1,426 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

First National Bank of South Miami held 1,410 shares of Sysco worth $105K as of Q2 2023.
First National Bank of South Miami sold 86 Sysco shares in Q2 2023, an estimated $6.36K.
Sysco made up 0.08% of First National Bank of South Miami's portfolio in Q2 2023, its #163 holding.
First National Bank of South Miami first reported a position in Sysco in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Sysco position peaked at $174K in Q1 2022.
1,426 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.