Mercer Capital Advisers’s Sysco SYY Stock Holding History

Mercer Capital Advisers’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	$525K	Hold	6,683	–	–	0.28%	58
2021 Q2	$520K	Hold	6,683	–	–	0.26%	63
2021 Q1	$526K	Buy	6,683 +450	+7%	+$34.9K	0.28%	57
2020 Q4	$463K	Hold	6,233	–	–	0.26%	56
2020 Q3	$388K	Hold	6,233	–	–	0.24%	57
2020 Q2	$341K	Sell	6,233 -500	-7%	-$26.3K	0.22%	59
2020 Q1	$307K	Hold	6,733	–	–	0.23%	56
2019 Q4	$576K	Hold	6,733	–	–	0.35%	50
2019 Q3	$535K	Hold	6,733	–	–	0.34%	53
2019 Q2	$476K	Hold	6,733	–	–	0.31%	55
2019 Q1	$449K	Sell	6,733 -75	-1%	-$4.88K	0.3%	55
2018 Q4	$427K	Hold	6,808	–	–	0.32%	57
2018 Q3	$499K	Hold	6,808	–	–	0.33%	56
2018 Q2	$465K	Hold	6,808	–	–	0.34%	55
2018 Q1	$408K	Buy	6,808 +75	+1%	+$4.54K	0.3%	60
2017 Q4	$409K	Hold	6,733	–	–	0.3%	60
2017 Q3	$363K	Hold	6,733	–	–	0.27%	65
2017 Q2	$339K	Hold	6,733	–	–	0.25%	67
2017 Q1	$350K	Hold	6,733	–	–	0.27%	65
2016 Q4	$373K	Hold	6,733	–	–	0.3%	60
2016 Q3	$330K	Hold	6,733	–	–	0.27%	67
2016 Q2	$342K	Buy	6,733 +500	+8%	+$24.2K	0.28%	64
2016 Q1	$291K	Hold	6,233	–	–	0.25%	67
2015 Q4	$256K	Hold	6,233	–	–	0.23%	77
2015 Q3	$243K	Hold	6,233	–	–	0.23%	77
2015 Q2	$225K	Hold	6,233	–	–	0.2%	85
2015 Q1	$235K	Hold	6,233	–	–	0.21%	82
2014 Q4	$247K	Buy	+6,233	New	+$242K	0.22%	78

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

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 New York $60.8B AUM 22.47% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mercer Capital Advisers's SYY Position: Q3 2021 in Review

Mercer Capital Advisers held its Sysco (SYY) position steady in Q3 2021 at 6,683 shares worth $525K. The position accounts for 0.28% of the portfolio, ranked #58.

Mercer Capital Advisers first reported a position in SYY in Q4 2014 and has held it in 28 quarters since. The position peaked at $576K in Q4 2019. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Mercer Capital Advisers held 6,683 shares of Sysco worth $525K as of Q3 2021.
Mercer Capital Advisers left its Sysco share count unchanged in Q3 2021.
Sysco made up 0.28% of Mercer Capital Advisers's portfolio in Q3 2021, its #58 holding.
Mercer Capital Advisers first reported a position in Sysco in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's Sysco position peaked at $576K in Q4 2019.
1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.