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Horizon Bancorp’s Sysco SYY Stock Holding History

Horizon Bancorp’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
Q1 		– Sell
-6,724
Closed -$514K – 217
2022
Q4 		$514K Buy
+6,724
New +$543K 0.29% 19
2020
Q3 		$642K Buy
10,313
+347
+3% +$20.2K 0.91% 25
2020
Q2 		$545K Sell
9,966
-1,276
-11% -$67.1K 0.59% 29
2020
Q1 		$513K Sell
11,242
-4,390
-28% -$304K 0.79% 31
2019
Q4 		$1.34M Buy
+15,632
New +$1.27M 1.25% 10

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Horizon Bancorp's SYY Position: Q1 2023 in Review

Horizon Bancorp sold out of Sysco (SYY) in Q1 2023, closing a stake of 6,724 shares — an estimated $514K sold.

Horizon Bancorp first reported a position in SYY in Q4 2019 and held it in 5 quarters. The position peaked at $1.34M in Q4 2019. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Horizon Bancorp reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Horizon Bancorp sold 6,724 Sysco shares in Q1 2023, an estimated $514K.
  • Horizon Bancorp first reported a position in Sysco in Q4 2019 and held it in 5 quarters.
  • Horizon Bancorp's Sysco position peaked at $1.34M in Q4 2019.
  • 1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Horizon Bancorp's 13F filing for Q1 2023, filed 5 May 2023.