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IberiaBank’s Sysco SYY Stock Holding History

IberiaBank’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
2020
Q2 		$4.16M Buy
+76,022
New +$4M 0.49% 69
2019
Q4 		– Sell
-2,610
Closed -$207K – 230
2019
Q3 		$207K Buy
+2,610
New +$192K 0.02% 209
2019
Q2 		– Sell
-7,797
Closed -$521K – 268
2019
Q1 		$521K Sell
7,797
-8,312
-52% -$541K 0.06% 167
2018
Q4 		$1.01M Sell
16,109
-11,577
-42% -$781K 0.13% 128
2018
Q3 		$2.03M Sell
27,686
-24,736
-47% -$1.78M 0.25% 103
2018
Q2 		$3.58M Sell
52,422
-1,146
-2% -$73.2K 0.62% 55
2018
Q1 		$3.21M Sell
53,568
-9,965
-16% -$603K 0.64% 53
2017
Q4 		$3.86M Sell
63,533
-1,421
-2% -$80.5K 0.6% 56
2017
Q3 		$3.5M Buy
64,954
+2,040
+3% +$106K 0.58% 57
2017
Q2 		$3.17M Buy
62,914
+1,143
+2% +$61K 0.94% 42
2017
Q1 		$3.21M Sell
61,771
-6,460
-9% -$342K 1.01% 36
2016
Q4 		$3.78M Buy
68,231
+4,233
+7% +$220K 1.38% 26
2016
Q3 		$3.14M Buy
63,998
+2,784
+5% +$143K 1.34% 37
2016
Q2 		$3.11M Buy
61,214
+1,754
+3% +$84.9K 1.37% 31
2016
Q1 		$2.78M Sell
59,460
-3,103
-5% -$134K 1.31% 35
2015
Q4 		$2.56M Buy
62,563
+2,677
+4% +$110K 1.15% 36
2015
Q3 		$2.33M Sell
59,886
-1,956
-3% -$74.6K 1.2% 36
2015
Q2 		$2.23M Buy
61,842
+6,255
+11% +$234K 1% 42
2015
Q1 		$2.1M Buy
55,587
+19,324
+53% +$761K 0.94% 43
2014
Q4 		$1.44M Buy
+36,263
New +$1.41M 0.79% 49

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IberiaBank's SYY Position: Q2 2020 in Review

IberiaBank opened a new position in Sysco (SYY) in Q2 2020: 76,022 shares worth $4.16M. The stake represents 0.49% of the portfolio and ranks #69 among its holdings. This is a return to the name: IberiaBank previously reported a position in SYY as recently as Q3 2019.

IberiaBank first reported a position in SYY in Q4 2014 and has held it in 20 quarters since. 1,189 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • IberiaBank held 76,022 shares of Sysco worth $4.16M as of Q2 2020.
  • Sysco was a new IberiaBank position in Q2 2020.
  • Sysco made up 0.49% of IberiaBank's portfolio in Q2 2020, its #69 holding.
  • IberiaBank first reported a position in Sysco in Q4 2014 and has held it in 20 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.