M&R Capital Management’s Sysco SYY Stock Holding History

M&R Capital 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
2024 Q3	$65.4K	Buy	838 +30	+4%	+$2.25K	0.01%	222
2024 Q2	$57.7K	Buy	808 +4	+0.5%	+$299	0.01%	219
2024 Q1	$65.3K	Buy	804 +5	+0.6%	+$394	0.02%	212
2023 Q4	$58.4K	Sell	799 -68	-8%	-$4.69K	0.01%	239
2023 Q3	$57.2K	Buy	867 +180	+26%	+$12.9K	0.02%	226
2023 Q2	$51K	Buy	687 +8	+1%	+$592	0.01%	242
2023 Q1	$52.5K	Buy	679 +104	+18%	+$7.98K	0.01%	235
2022 Q4	$44K	Buy	575 +64	+13%	+$5.17K	0.01%	232
2022 Q3	$36K	Hold	511	–	–	0.01%	240
2022 Q2	$43K	Hold	511	–	–	0.01%	237
2022 Q1	$41K	Hold	511	–	–	0.01%	253
2021 Q4	$40K	Hold	511	–	–	0.01%	251
2021 Q3	$40K	Hold	511	–	–	0.01%	245
2021 Q2	$39K	Hold	511	–	–	0.01%	257
2021 Q1	$40K	Hold	511	–	–	0.01%	242
2020 Q4	$37K	Sell	511 -675	-57%	-$46.4K	0.01%	258
2020 Q3	$73K	Hold	1,186	–	–	0.02%	221
2020 Q2	$64K	Hold	1,186	–	–	0.02%	226
2020 Q1	$54K	Sell	1,186 -25	-2%	-$1.73K	0.02%	231
2019 Q4	$103K	Hold	1,211	–	–	0.02%	205
2019 Q3	$96K	Hold	1,211	–	–	0.02%	216
2019 Q2	$85K	Hold	1,211	–	–	0.02%	228
2019 Q1	$83K	Hold	1,211	–	–	0.02%	232
2018 Q4	$75K	Sell	1,211 -200	-14%	-$13.5K	0.02%	225
2018 Q3	$103K	Hold	1,411	–	–	0.02%	223
2018 Q2	$96K	Hold	1,411	–	–	0.02%	233
2018 Q1	$84K	Hold	1,411	–	–	0.02%	242
2017 Q4	$85K	Hold	1,411	–	–	0.02%	248
2017 Q3	$76K	Sell	1,411 -1,800	-56%	-$93.7K	0.02%	261
2017 Q2	$165K	Hold	3,211	–	–	0.04%	198
2017 Q1	$166K	Hold	3,211	–	–	0.04%	197
2016 Q4	$177K	Hold	3,211	–	–	0.05%	184
2016 Q3	$157K	Hold	3,211	–	–	0.04%	191
2016 Q2	$162K	Buy	+3,211	New	+$155K	0.05%	180
2016 Q1	–	Sell	-8,671	Closed	-$356K	–	185
2015 Q4	$356K	Buy	8,671 +1,900	+28%	+$77.9K	0.1%	136
2015 Q3	$264K	Sell	6,771 -5,775	-46%	-$220K	0.07%	160
2015 Q2	$453K	Sell	12,546 -117	-0.9%	-$4.38K	0.11%	131
2015 Q1	$478K	Sell	12,663 -1,100	-8%	-$43.3K	0.11%	132
2014 Q4	$546K	Sell	13,763 -500	-4%	-$19.4K	0.13%	116
2014 Q3	$541K	Sell	14,263 -1,150	-7%	-$42.9K	0.13%	117
2014 Q2	$577K	Sell	15,413 -1,000	-6%	-$36.7K	0.14%	115
2014 Q1	$593K	Sell	16,413 -400	-2%	-$14.4K	0.14%	109
2013 Q4	$607K	Sell	16,813 -1,200	-7%	-$40.6K	0.16%	102
2013 Q3	$573K	Sell	18,013 -300	-2%	-$10.1K	0.16%	101
2013 Q2	$626K	Buy	+18,313	New	+$631K	0.18%	90

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

M&R Capital Management's SYY Position: Q3 2024 in Review

M&R Capital Management increased its Sysco (SYY) stake by 3.7% in Q3 2024, buying an estimated $2.25K and bringing the position to 838 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #222.

M&R Capital Management first reported a position in SYY in Q2 2013 and has held it in 45 quarters since. The position peaked at $626K in Q2 2013. 1,486 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

M&R Capital Management held 838 shares of Sysco worth $65.4K as of Q3 2024.
M&R Capital Management bought 30 Sysco shares in Q3 2024, an estimated $2.25K.
Sysco made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #222 holding.
M&R Capital Management first reported a position in Sysco in Q2 2013 and has held it in 45 quarters since.
M&R Capital Management's Sysco position peaked at $626K in Q2 2013.
1,486 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.