McRae Capital Management’s Sysco SYY Stock Holding History

McRae 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
2021 Q2	–	Sell	-2,890	Closed	-$228K	–	115
2021 Q1	$228K	Buy	2,890 +60	+2%	+$4.65K	0.06%	100
2020 Q4	$210K	Buy	+2,830	New	+$195K	0.06%	96
2020 Q1	–	Sell	-3,130	Closed	-$268K	–	95
2019 Q4	$268K	Hold	3,130	–	–	0.1%	79
2019 Q3	$249K	Sell	3,130 -330	-10%	-$24.2K	0.1%	82
2019 Q2	$245K	Hold	3,460	–	–	0.1%	79
2019 Q1	$231K	Hold	3,460	–	–	0.1%	84
2018 Q4	$217K	Hold	3,460	–	–	0.11%	83
2018 Q3	$253K	Hold	3,460	–	–	0.11%	84
2018 Q2	$236K	Hold	3,460	–	–	0.1%	86
2018 Q1	$207K	Hold	3,460	–	–	0.09%	87
2017 Q4	$210K	Buy	+3,460	New	+$196K	0.09%	91
2017 Q1	–	Sell	-3,660	Closed	-$203K	–	112
2016 Q4	$203K	Buy	+3,660	New	+$190K	0.09%	97

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McRae Capital Management's SYY Position: Q2 2021 in Review

McRae Capital Management sold out of Sysco (SYY) in Q2 2021, closing a stake of 2,890 shares — an estimated $228K sold.

McRae Capital Management first reported a position in SYY in Q4 2016 and held it in 12 quarters. The position peaked at $268K in Q4 2019. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

McRae Capital Management reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
McRae Capital Management sold 2,890 Sysco shares in Q2 2021, an estimated $228K.
McRae Capital Management first reported a position in Sysco in Q4 2016 and held it in 12 quarters.
McRae Capital Management's Sysco position peaked at $268K in Q4 2019.
1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on McRae Capital Management's 13F filing for Q2 2021, filed 28 Jul 2021.