MCM
SYY icon

Mitchell Capital Management’s Sysco SYY Stock Holding History

Mitchell 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
2023
Q1 		– Sell
-36,727
Closed -$2.81M – 129
2022
Q4 		$2.81M Sell
36,727
-272
-0.7% -$22K 0.78% 52
2022
Q3 		$2.62M Buy
36,999
+613
+2% +$51.1K 0.74% 51
2022
Q2 		$3.08M Buy
36,386
+1,743
+5% +$146K 0.86% 43
2022
Q1 		$2.83M Buy
34,643
+2,051
+6% +$166K 0.63% 52
2021
Q4 		$2.56M Sell
32,592
-556
-2% -$42.8K 0.52% 66
2021
Q3 		$2.6M Buy
33,148
+11,223
+51% +$856K 0.58% 61
2021
Q2 		$1.71M Buy
21,925
+1,587
+8% +$128K 0.37% 90
2021
Q1 		$1.6M Buy
+20,338
New +$1.58M 0.39% 87
2020
Q1 		– Sell
-21,830
Closed -$1.87M – 140
2019
Q4 		$1.87M Buy
21,830
+192
+0.9% +$15.6K 0.59% 61
2019
Q3 		$1.72M Buy
21,638
+740
+4% +$54.3K 0.58% 66
2019
Q2 		$1.48M Buy
20,898
+3,334
+19% +$237K 0.5% 68
2019
Q1 		$1.17M Sell
17,564
-1,107
-6% -$72K 0.41% 67
2018
Q4 		$1.17M Buy
18,671
+1,670
+10% +$113K 0.49% 49
2018
Q3 		$1.25M Buy
17,001
+1,963
+13% +$141K 0.4% 59
2018
Q2 		$1.03M Buy
15,038
+11,695
+350% +$747K 0.37% 52
2018
Q1 		$200K Buy
+3,343
New +$202K 0.07% 109

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mitchell Capital Management's SYY Position: Q1 2023 in Review

Mitchell Capital Management sold out of Sysco (SYY) in Q1 2023, closing a stake of 36,727 shares — an estimated $2.81M sold.

Mitchell Capital Management first reported a position in SYY in Q1 2018 and held it in 16 quarters. The position peaked at $3.08M in Q2 2022. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Mitchell Capital Management reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
  • Mitchell Capital Management sold 36,727 Sysco shares in Q1 2023, an estimated $2.81M.
  • Mitchell Capital Management first reported a position in Sysco in Q1 2018 and held it in 16 quarters.
  • Mitchell Capital Management's Sysco position peaked at $3.08M in Q2 2022.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Mitchell Capital Management's 13F filing for Q1 2023, filed 8 May 2023.