Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-525
Closed -$39.8K 737
2025
Q2
$39.8K Buy
525
+503
+2,286% +$36.5K ﹤0.01% 374
2025
Q1
$1.65K Buy
+22
New +$1.61K ﹤0.01% 619
2019
Q1
Sell
-14,400
Closed -$902K 166
2018
Q4
$902K Hold
14,400
0.16% 79
2018
Q3
$954K Sell
14,400
-676
-4% -$48.7K 0.16% 75
2018
Q2
$1.03M Sell
15,076
-297
-2% -$19K 0.18% 69
2018
Q1
$922K Hold
15,373
0.17% 74
2017
Q4
$934K Buy
15,373
+973
+7% +$55.1K 0.18% 73
2017
Q3
$777K Buy
+14,400
New +$749K 0.15% 81
2016
Q4
Sell
-14,400
Closed -$561K 155
2016
Q3
$561K Buy
+14,400
New +$740K 0.18% 93
2015
Q4
Sell
-14,400
Closed -$561K 143
2015
Q3
$561K Hold
14,400
0.18% 93
2015
Q2
$520K Hold
14,400
0.16% 97
2015
Q1
$543K Hold
14,400
0.16% 95
2014
Q4
$572K Buy
+14,400
New +$558K 0.18% 92

Other funds holding SYY