Kovitz Investment Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-476,695
| Closed | -$16.8M | – | 118 |
|
|
2014
Q1 | $16.8M | Buy |
476,695
+461,625
| +3,063% | +$16.2M | 0.86% | 42 |
|
|
2013
Q4 | $544K | Sell |
15,070
-1,033,997
| -99% | -$37.3M | 0.02% | 73 |
|
|
2013
Q3 | $33.4M | Buy |
1,049,067
+100,038
| +11% | +$3.18M | 1.62% | 30 |
|
|
2013
Q2 | $32.4M | Buy |
+949,029
| New | +$32.4M | 1.66% | 30 |
|