Mariner Wealth Advisors (Cincinnati)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $21M | Buy |
286,373
+15,661
| +6% | +$1.15M | 1.16% | 29 |
|
|
2018
Q2 | $18.5M | Buy |
270,712
+169,958
| +169% | +$11.6M | 1.1% | 34 |
|
|
2018
Q1 | $6.04M | Buy |
100,754
+1,530
| +2% | +$91.7K | 0.37% | 66 |
|
|
2017
Q4 | $6.03M | Buy |
99,224
+1,916
| +2% | +$116K | 0.36% | 68 |
|
|
2017
Q3 | $5.25M | Buy |
97,308
+2,957
| +3% | +$160K | 0.34% | 69 |
|
|
2017
Q2 | $4.75M | Buy |
94,351
+6,854
| +8% | +$345K | 0.33% | 72 |
|
|
2017
Q1 | $4.54M | Buy |
87,497
+3,409
| +4% | +$177K | 0.33% | 71 |
|
|
2016
Q4 | $4.66M | Buy |
84,088
+4,736
| +6% | +$262K | 0.36% | 66 |
|
|
2016
Q3 | $3.89M | Sell |
79,352
-9,637
| -11% | -$472K | 0.33% | 72 |
|
|
2016
Q2 | $4.52M | Buy |
88,989
+3,787
| +4% | +$192K | 0.4% | 66 |
|
|
2016
Q1 | $3.98M | Buy |
85,202
+1,725
| +2% | +$80.6K | 0.39% | 62 |
|
|
2015
Q4 | $3.42M | Buy |
+83,477
| New | +$3.42M | 0.33% | 63 |
|
|
2015
Q1 | $3.26M | Sell |
86,329
-15,034
| -15% | -$567K | 0.46% | 47 |
|
|
2014
Q4 | $4.02M | Buy |
101,363
+6,912
| +7% | +$274K | 0.58% | 43 |
|
|
2014
Q3 | $3.58M | Buy |
94,451
+5,156
| +6% | +$196K | 0.57% | 43 |
|
|
2014
Q2 | $3.34M | Buy |
89,295
+16,549
| +23% | +$620K | 0.53% | 44 |
|
|
2014
Q1 | $2.63M | Buy |
72,746
+40,465
| +125% | +$1.46M | 0.43% | 47 |
|
|
2013
Q4 | $1.17M | Sell |
32,281
-3,405
| -10% | -$123K | 0.19% | 65 |
|
|
2013
Q3 | $1.14M | Sell |
35,686
-277,615
| -89% | -$8.84M | 0.21% | 61 |
|
|
2013
Q2 | $10.7M | Buy |
+313,301
| New | +$10.7M | 2.12% | 21 |
|