Institutional & Family Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.84M | Sell |
53,732
-1,364
| -2% | -$102K | 0.59% | 60 |
|
|
2024
Q1 | $4.47M | Sell |
55,096
-1,287
| -2% | -$101K | 0.71% | 46 |
|
|
2023
Q4 | $4.12M | Sell |
56,383
-154
| -0.3% | -$10.6K | 0.68% | 51 |
|
|
2023
Q3 | $3.73M | Buy |
56,537
+419
| +0.7% | +$30.1K | 0.61% | 59 |
|
|
2023
Q2 | $4.16M | Buy |
56,118
+499
| +0.9% | +$36.9K | 0.68% | 54 |
|
|
2023
Q1 | $4.3M | Buy |
55,619
+1,281
| +2% | +$98.3K | 0.71% | 50 |
|
|
2022
Q4 | $4.15M | Buy |
54,338
+441
| +0.8% | +$35.6K | 0.69% | 52 |
|
|
2022
Q3 | $3.81M | Buy |
53,897
+1,050
| +2% | +$87.4K | 0.68% | 49 |
|
|
2022
Q2 | $4.48M | Buy |
52,847
+1,755
| +3% | +$147K | 0.77% | 31 |
|
|
2022
Q1 | $4.17M | Buy |
51,092
+633
| +1% | +$51.2K | 0.65% | 42 |
|
|
2021
Q4 | $3.96M | Buy |
50,459
+497
| +1% | +$38.3K | 0.62% | 54 |
|
|
2021
Q3 | $3.92M | Buy |
49,962
+1,693
| +4% | +$129K | 0.63% | 51 |
|
|
2021
Q2 | $3.75M | Buy |
48,269
+10,898
| +29% | +$880K | 0.62% | 61 |
|
|
2021
Q1 | $2.94M | Sell |
37,371
-1,946
| -5% | -$151K | 0.57% | 58 |
|
|
2020
Q4 | $2.92M | Sell |
39,317
-1,826
| -4% | -$126K | 0.61% | 58 |
|
|
2020
Q3 | $2.56M | Sell |
41,143
-18,683
| -31% | -$1.09M | 0.6% | 67 |
|
|
2020
Q2 | $3.27M | Sell |
59,826
-4,099
| -6% | -$216K | 0.68% | 51 |
|
|
2020
Q1 | $2.92M | Buy |
63,925
+27,542
| +76% | +$1.91M | 0.67% | 55 |
|
|
2019
Q4 | $3.11M | Sell |
36,383
-6,632
| -15% | -$537K | 0.66% | 57 |
|
|
2019
Q3 | $3.42M | Sell |
43,015
-1,331
| -3% | -$97.7K | 0.75% | 46 |
|
|
2019
Q2 | $3.14M | Sell |
44,346
-7,659
| -15% | -$545K | 0.68% | 59 |
|
|
2019
Q1 | $3.47M | Buy |
52,005
+1,415
| +3% | +$92.1K | 0.73% | 43 |
|
|
2018
Q4 | $3.17M | Sell |
50,590
-3,975
| -7% | -$268K | 0.71% | 42 |
|
|
2018
Q3 | $4M | Buy |
54,565
+3,934
| +8% | +$283K | 0.79% | 32 |
|
|
2018
Q2 | $3.46M | Sell |
50,631
-6,781
| -12% | -$433K | 0.72% | 45 |
|
|
2018
Q1 | $3.44M | Sell |
57,412
-19,438
| -25% | -$1.18M | 0.73% | 47 |
|
|
2017
Q4 | $4.67M | Buy |
76,850
+6,457
| +9% | +$366K | 0.89% | 29 |
|
|
2017
Q3 | $3.8M | Sell |
70,393
-386
| -0.5% | -$20.1K | 0.76% | 46 |
|
|
2017
Q2 | $3.56M | Buy |
70,779
+2,540
| +4% | +$136K | 0.87% | 45 |
|
|
2017
Q1 | $3.54M | Sell |
68,239
-2,696
| -4% | -$143K | 1.1% | 46 |
|
|
2016
Q4 | $3.93M | Buy |
70,935
+1,368
| +2% | +$71.1K | 1.24% | 28 |
|
|
2016
Q3 | $3.41M | Buy |
69,567
+5,081
| +8% | +$261K | 1.13% | 41 |
|
|
2016
Q2 | $3.27M | Buy |
64,486
+1,156
| +2% | +$55.9K | 1.14% | 36 |
|
|
2016
Q1 | $2.6M | Sell |
63,330
-150
| -0.2% | -$6.47K | 0.97% | 45 |
|
|
2015
Q4 | $2.6M | Buy |
+63,480
| New | +$2.6M | 0.97% | 45 |
|
Other funds holding SYY
Institutional & Family Asset Management's SYY Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its Sysco (SYY) stake by 2.5% in Q2 2024, selling an estimated $102K and leaving 53,732 shares worth $3.84M. The position accounts for 0.59% of the portfolio, ranked #60.
Institutional & Family Asset Management first reported a position in SYY in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.67M in Q4 2017. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.
- Institutional & Family Asset Management held 53,732 shares of Sysco worth $3.84M as of Q2 2024.
- Institutional & Family Asset Management sold 1,364 Sysco shares in Q2 2024, an estimated $102K.
- Sysco made up 0.59% of Institutional & Family Asset Management's portfolio in Q2 2024, its #60 holding.
- Institutional & Family Asset Management first reported a position in Sysco in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's Sysco position peaked at $4.67M in Q4 2017.
- 1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.