LHC
SYY icon

Little House Capital’s Sysco SYY Stock Holding History

Little House Capital’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
2021
Q3 		– Sell
-2,729
Closed -$212K – 148
2021
Q2 		$212K Buy
+2,729
New +$220K 0.11% 134
2021
Q1 		– Sell
-2,965
Closed -$220K – 153
2020
Q4 		$220K Sell
2,965
-13,623
-82% -$937K 0.16% 103
2020
Q3 		$1.03M Buy
16,588
+536
+3% +$31.2K 0.86% 46
2020
Q2 		$877K Buy
16,052
+3,034
+23% +$160K 0.81% 48
2020
Q1 		$594K Buy
13,018
+9,892
+316% +$684K 0.65% 48
2019
Q4 		$267K Sell
3,126
-6,629
-68% -$537K 0.23% 82
2019
Q3 		$775K Sell
9,755
-46
-0.5% -$3.38K 0.59% 60
2019
Q2 		$692 Buy
9,801
+1,486
+18% +$106K 0.46% 67
2019
Q1 		$555K Sell
8,315
-538
-6% -$35K 0.42% 73
2018
Q4 		$555K Buy
+8,853
New +$597K 0.54% 67

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Little House Capital's SYY Position: Q3 2021 in Review

Little House Capital sold out of Sysco (SYY) in Q3 2021, closing a stake of 2,729 shares — an estimated $212K sold.

Little House Capital first reported a position in SYY in Q4 2018 and held it in 10 quarters. The position peaked at $1.03M in Q3 2020. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Little House Capital reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Little House Capital sold 2,729 Sysco shares in Q3 2021, an estimated $212K.
  • Little House Capital first reported a position in Sysco in Q4 2018 and held it in 10 quarters.
  • Little House Capital's Sysco position peaked at $1.03M in Q3 2020.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Little House Capital's 13F filing for Q3 2021, filed 15 Nov 2021.