Homrich & Berg’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $678K | Buy |
8,632
+36
| +0.4% | +$2.75K | 0.02% | 259 |
|
|
2021
Q2 | $668K | Buy |
8,596
+28
| +0.3% | +$2.26K | 0.02% | 263 |
|
|
2021
Q1 | $675K | Sell |
8,568
-180
| -2% | -$14K | 0.02% | 244 |
|
|
2020
Q4 | $650K | Sell |
8,748
-382
| -4% | -$26.3K | 0.02% | 238 |
|
|
2020
Q3 | $568K | Buy |
9,130
+1
| +0% | +$58 | 0.02% | 216 |
|
|
2020
Q2 | $499K | Sell |
9,129
-700
| -7% | -$36.8K | 0.02% | 206 |
|
|
2020
Q1 | $448K | Sell |
9,829
-3,614
| -27% | -$250K | 0.03% | 203 |
|
|
2019
Q4 | $1.15M | Buy |
13,443
+680
| +5% | +$55.1K | 0.05% | 147 |
|
|
2019
Q3 | $1.01M | Buy |
12,763
+323
| +3% | +$23.7K | 0.05% | 151 |
|
|
2019
Q2 | $880K | Buy |
12,440
+63
| +0.5% | +$4.48K | 0.05% | 159 |
|
|
2019
Q1 | $826K | Sell |
12,377
-360
| -3% | -$23.4K | 0.04% | 159 |
|
|
2018
Q4 | $798K | Sell |
12,737
-72
| -0.6% | -$4.85K | 0.05% | 145 |
|
|
2018
Q3 | $938K | Sell |
12,809
-850
| -6% | -$61.2K | 0.06% | 133 |
|
|
2018
Q2 | $933K | Buy |
13,659
+1,538
| +13% | +$98.2K | 0.07% | 125 |
|
|
2018
Q1 | $727K | Buy |
12,121
+311
| +3% | +$18.8K | 0.05% | 168 |
|
|
2017
Q4 | $717K | Buy |
11,810
+977
| +9% | +$55.4K | 0.05% | 164 |
|
|
2017
Q3 | $584K | Sell |
10,833
-270
| -2% | -$14K | 0.05% | 175 |
|
|
2017
Q2 | $559K | Buy |
11,103
+344
| +3% | +$18.4K | 0.05% | 158 |
|
|
2017
Q1 | $559K | Sell |
10,759
-491
| -4% | -$26K | 0.05% | 163 |
|
|
2016
Q4 | $623K | Buy |
11,250
+1,099
| +11% | +$57.1K | 0.06% | 133 |
|
|
2016
Q3 | $498K | Buy |
10,151
+310
| +3% | +$15.9K | 0.05% | 148 |
|
|
2016
Q2 | $499K | Buy |
9,841
+232
| +2% | +$11.2K | 0.05% | 142 |
|
|
2016
Q1 | $449K | Buy |
9,609
+3
| +0% | +$129 | 0.04% | 154 |
|
|
2015
Q4 | $394K | Sell |
9,606
-3,433
| -26% | -$141K | 0.04% | 173 |
|
|
2015
Q3 | $508K | Buy |
13,039
+64
| +0.5% | +$2.44K | 0.05% | 136 |
|
|
2015
Q2 | $468K | Buy |
12,975
+1,580
| +14% | +$59.1K | 0.05% | 158 |
|
|
2015
Q1 | $430K | Sell |
11,395
-322
| -3% | -$12.7K | 0.04% | 162 |
|
|
2014
Q4 | $465K | Sell |
11,717
-749
| -6% | -$29K | 0.05% | 150 |
|
|
2014
Q3 | $473K | Sell |
12,466
-899
| -7% | -$33.6K | 0.05% | 158 |
|
|
2014
Q2 | $501K | Buy |
13,365
+200
| +2% | +$7.34K | 0.06% | 130 |
|
|
2014
Q1 | $476K | Sell |
13,165
-975
| -7% | -$35K | 0.06% | 129 |
|
|
2013
Q4 | $510K | Hold |
14,140
| – | – | 0.07% | 113 |
|
|
2013
Q3 | $450K | Buy |
14,140
+250
| +2% | +$8.39K | 0.07% | 105 |
|
|
2013
Q2 | $474K | Buy |
+13,890
| New | +$478K | 0.09% | 93 |
|
Other funds holding SYY
TFM
LP
Homrich & Berg's SYY Position: Q3 2021 in Review
Homrich & Berg increased its Sysco (SYY) stake by 0.42% in Q3 2021, buying an estimated $2.75K and bringing the position to 8,632 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #259.
Homrich & Berg first reported a position in SYY in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.15M in Q4 2019. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.
- Homrich & Berg held 8,632 shares of Sysco worth $678K as of Q3 2021.
- Homrich & Berg bought 36 Sysco shares in Q3 2021, an estimated $2.75K.
- Sysco made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #259 holding.
- Homrich & Berg first reported a position in Sysco in Q2 2013 and has held it in 34 quarters since.
- Homrich & Berg's Sysco position peaked at $1.15M in Q4 2019.
- 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.
Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.