Girard Partners’s Sysco SYY Stock Holding History

Girard Partners’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,692	Closed	-$219K	–	267
2024 Q1	$219K	Sell	2,692 -432	-14%	-$35.1K	0.02%	253
2023 Q4	$228K	Sell	3,124 -332	-10%	-$24.3K	0.02%	237
2023 Q3	$228K	Sell	3,456 -207	-6%	-$13.7K	0.03%	225
2023 Q2	$272K	Sell	3,663 -383	-9%	-$28.4K	0.03%	214
2023 Q1	$312K	Sell	4,046 -391	-9%	-$30.2K	0.03%	206
2022 Q4	$339K	Buy	4,437 +251	+6%	+$19.2K	0.04%	211
2022 Q3	$295K	Sell	4,186 -533	-11%	-$37.6K	0.04%	203
2022 Q2	$399K	Sell	4,719 -81	-2%	-$6.85K	0.05%	173
2022 Q1	$391K	Sell	4,800 -1,424	-23%	-$116K	0.04%	185
2021 Q4	$488K	Sell	6,224 -2,279	-27%	-$179K	0.05%	168
2021 Q3	$667K	Sell	8,503 -9,394	-52%	-$737K	0.08%	143
2021 Q2	$1.39M	Sell	17,897 -965	-5%	-$75K	0.18%	109
2021 Q1	$1.49M	Sell	18,862 -642	-3%	-$50.5K	0.21%	98
2020 Q4	$1.45M	Sell	19,504 -1,812	-9%	-$135K	0.22%	94
2020 Q3	$1.33M	Sell	21,316 -4,346	-17%	-$270K	0.22%	93
2020 Q2	$1.4M	Buy	25,662 +3,149	+14%	+$172K	0.25%	89
2020 Q1	$1.03M	Buy	22,513 +4,894	+28%	+$223K	0.21%	98
2019 Q4	$1.51M	Buy	17,619 +646	+4%	+$55.3K	0.25%	99
2019 Q3	$1.35M	Buy	16,973 +2,862	+20%	+$227K	0.25%	92
2019 Q2	$997K	Buy	14,111 +1,282	+10%	+$90.6K	0.18%	115
2019 Q1	$856K	Buy	12,829 +3,749	+41%	+$250K	0.16%	122
2018 Q4	$568K	Buy	9,080 +4,360	+92%	+$273K	0.12%	145
2018 Q3	$345K	Buy	4,720 +141	+3%	+$10.3K	0.06%	185
2018 Q2	$313K	Buy	4,579 +577	+14%	+$39.4K	0.06%	209
2018 Q1	$240K	Sell	4,002 -25	-0.6%	-$1.5K	0.06%	210
2017 Q4	$245K	Sell	4,027 -15	-0.4%	-$913	0.05%	237
2017 Q3	$218K	Buy	+4,042	New	+$218K	0.05%	232
2017 Q2	–	Sell	-5,680	Closed	-$295K	–	270
2017 Q1	$295K	Buy	5,680 +2,000	+54%	+$104K	0.07%	186
2016 Q4	$204K	Buy	+3,680	New	+$204K	0.06%	214
2016 Q3	–	Sell	-4,280	Closed	-$217K	–	208
2016 Q2	$217K	Buy	+4,280	New	+$217K	0.08%	179