Jacobs Levy Equity Management’s Sysco SYY Stock Holding History

Jacobs Levy Equity Management’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	-13,282	Closed	-$1.02M	–	1057
2022 Q4	$1.02M	Buy	13,282 +8,757	+194%	+$707K	0.01%	678
2022 Q3	$320K	Buy	+4,525	New	+$377K	﹤0.01%	884
2020 Q2	–	Sell	-805,280	Closed	-$36.7M	–	1152
2020 Q1	$36.7M	Buy	805,280 +72,302	+10%	+$5M	0.47%	48
2019 Q4	$62.7M	Sell	732,978 -57,283	-7%	-$4.64M	0.62%	29
2019 Q3	$62.7M	Buy	790,261 +153,390	+24%	+$11.3M	0.77%	16
2019 Q2	$45M	Buy	636,871 +337,265	+113%	+$24M	0.62%	25
2019 Q1	$20M	Buy	+299,606	New	+$19.5M	0.29%	85
2017 Q4	–	Sell	-11,200	Closed	-$604K	–	1069
2017 Q3	$604K	Hold	11,200	–	–	0.01%	676
2017 Q2	$564K	Sell	11,200 -175,629	-94%	-$9.38M	0.01%	675
2017 Q1	$9.7M	Sell	186,829 -41,660	-18%	-$2.21M	0.2%	156
2016 Q4	$12.7M	Sell	228,489 -296,580	-56%	-$15.4M	0.24%	125
2016 Q3	$25.7M	Buy	525,069 +407,680	+347%	+$20.9M	0.46%	54
2016 Q2	$5.96M	Sell	117,389 -87,350	-43%	-$4.23M	0.12%	212
2016 Q1	$9.57M	Sell	204,739 -233,240	-53%	-$10.1M	0.2%	148
2015 Q4	$18M	Buy	437,979 +7,660	+2%	+$314K	0.36%	89
2015 Q3	$16.8M	Buy	430,319 +227,800	+112%	+$8.69M	0.34%	99
2015 Q2	$7.31M	Buy	202,519 +103,520	+105%	+$3.87M	0.14%	184
2015 Q1	$3.73M	Buy	+98,999	New	+$3.9M	0.06%	269
2014 Q4	–	Sell	-11,770	Closed	-$447K	–	907
2014 Q3	$447K	Buy	+11,770	New	+$439K	0.01%	621

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jacobs Levy Equity Management's SYY Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Sysco (SYY) in Q1 2023, closing a stake of 13,282 shares — an estimated $1.02M sold.

Jacobs Levy Equity Management first reported a position in SYY in Q3 2014 and held it in 19 quarters. The position peaked at $62.7M in Q3 2019. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

Jacobs Levy Equity Management reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 13,282 Sysco shares in Q1 2023, an estimated $1.02M.
Jacobs Levy Equity Management first reported a position in Sysco in Q3 2014 and held it in 19 quarters.
Jacobs Levy Equity Management's Sysco position peaked at $62.7M in Q3 2019.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.