Kovitz Investment Group Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
91,910
-54,972
| -37% | -$4.16M | 0.03% | 379 |
|
|
2025
Q1 | $11M | Buy |
146,882
+12,215
| +9% | +$917K | 0.06% | 253 |
|
|
2024
Q4 | $10.3M | Sell |
134,667
-695
| -0.5% | -$53.1K | 0.05% | 259 |
|
|
2024
Q3 | $10.3M | Buy |
135,362
+58,430
| +76% | +$4.43M | 0.07% | 222 |
|
|
2024
Q2 | $5.49M | Buy |
+76,932
| New | +$5.49M | 0.05% | 270 |
|
|
2022
Q1 | – | Sell |
-5,675
| Closed | -$421K | – | 448 |
|
|
2021
Q4 | $421K | Buy |
+5,675
| New | +$421K | 0.01% | 338 |
|
|
2021
Q3 | – | Sell |
-2,625
| Closed | -$204K | – | 431 |
|
|
2021
Q2 | $204K | Sell |
2,625
-2,300
| -47% | -$179K | ﹤0.01% | 399 |
|
|
2021
Q1 | $388K | Sell |
4,925
-750
| -13% | -$59.1K | 0.01% | 344 |
|
|
2020
Q4 | $421K | Sell |
5,675
-950
| -14% | -$70.5K | 0.01% | 335 |
|
|
2020
Q3 | $412K | Sell |
6,625
-750
| -10% | -$46.6K | 0.01% | 331 |
|
|
2020
Q2 | $403K | Sell |
7,375
-863
| -10% | -$47.2K | 0.01% | 316 |
|
|
2020
Q1 | $376K | Sell |
8,238
-50
| -0.6% | -$2.28K | 0.01% | 306 |
|
|
2019
Q4 | $709K | Hold |
8,288
| – | – | 0.02% | 299 |
|
|
2019
Q3 | $658K | Sell |
8,288
-878
| -10% | -$69.7K | 0.02% | 300 |
|
|
2019
Q2 | $648K | Sell |
9,166
-75
| -0.8% | -$5.3K | 0.02% | 297 |
|
|
2019
Q1 | $617K | Buy |
+9,241
| New | +$617K | 0.02% | 307 |
|