Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Hold
0
2448
2022
Q3
Hold
0
2698
2022
Q2
Sell
-11,135
Closed -$933K 3030
2022
Q1
$909K Sell
11,135
-6,198
-36% -$501K 0.1% 368
2021
Q4
$1.36M Buy
17,333
+2,003
+13% +$154K 0.09% 396
2021
Q3
$1.2M Buy
15,330
+308
+2% +$23.5K 0.09% 413
2021
Q2
$1.17M Buy
+15,022
New +$1.21M 0.07% 413
2021
Q1
Sell
-14,786
Closed -$1.1M 2965
2020
Q4
$1.1M Buy
+14,786
New +$1.02M 0.09% 399
2020
Q3
Hold
0
2441
2020
Q2
Hold
0
2425
2015
Q4
Sell
-605,688
Closed -$23.6M 1315
2015
Q3
$23.6M Buy
605,688
+267,895
+79% +$10.2M 1.92% 9
2015
Q2
$12.2M Buy
+337,793
New +$12.6M 0.97% 30
2014
Q2
Sell
-39,588
Closed -$1.43M 1297
2014
Q1
$1.43M Buy
+39,588
New +$1.42M 0.09% 262
2013
Q4
Sell
-27,972
Closed -$890K 1498
2013
Q3
$890K Buy
27,972
+17,828
+176% +$598K 0.04% 392
2013
Q2
$347K Buy
+10,144
New +$349K 0.01% 570

Other funds holding SYY