InterOcean Capital Group’s Sysco SYY Stock Holding History

InterOcean Capital Group’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
2024 Q1	$14.8M	Buy	182,272 +12,503	+7%	+$985K	0.35%	63
2023 Q4	$12.4M	Sell	169,769 -2,067	-1%	-$143K	0.33%	68
2023 Q3	$11.3M	Sell	171,836 -20,129	-10%	-$1.45M	0.35%	66
2023 Q2	$14.2M	Sell	191,965 -6,217	-3%	-$460K	0.45%	55
2023 Q1	$15.3M	Sell	198,182 -6,741	-3%	-$517K	0.52%	53
2022 Q4	$15.7M	Sell	204,923 -5,705	-3%	-$461K	0.57%	51
2022 Q3	$14.9M	Sell	210,628 -1,531	-0.7%	-$128K	0.61%	47
2022 Q2	$18M	Buy	212,159 +10,112	+5%	+$847K	0.73%	44
2022 Q1	$16.5M	Buy	202,047 +8,053	+4%	+$651K	0.7%	41
2021 Q4	$15.2M	Buy	193,994 +3,087	+2%	+$238K	0.66%	42
2021 Q3	$15M	Buy	190,907 +3,644	+2%	+$278K	0.75%	40
2021 Q2	$14.6M	Sell	187,263 -2,599	-1%	-$210K	0.74%	38
2021 Q1	$14.9M	Sell	189,862 -2,615	-1%	-$203K	0.84%	35
2020 Q4	$14.3M	Buy	+192,477	New	+$13.2M	0.88%	33

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

InterOcean Capital Group's SYY Position: Q1 2024 in Review

InterOcean Capital Group increased its Sysco (SYY) stake by 7.4% in Q1 2024, buying an estimated $985K and bringing the position to 182,272 shares worth $14.8M. The position accounts for 0.35% of the portfolio, ranked #63.

InterOcean Capital Group first reported a position in SYY in Q4 2020 and has held it in 14 quarters since. The position peaked at $18M in Q2 2022. 1,477 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

InterOcean Capital Group held 182,272 shares of Sysco worth $14.8M as of Q1 2024.
InterOcean Capital Group bought 12,503 Sysco shares in Q1 2024, an estimated $985K.
Sysco made up 0.35% of InterOcean Capital Group's portfolio in Q1 2024, its #63 holding.
InterOcean Capital Group first reported a position in Sysco in Q4 2020 and has held it in 14 quarters since.
InterOcean Capital Group's Sysco position peaked at $18M in Q2 2022.
1,477 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.