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Montgomery Investment Management’s Sysco SYY Stock Holding History

Montgomery Investment Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$473K Hold
6,250
– – 0.18% 67
2025
Q1 		$469K Hold
6,250
– – 0.19% 62
2024
Q4 		$478K Hold
6,250
– – 0.19% 64
2024
Q3 		$488K Hold
6,250
– – 0.18% 61
2024
Q2 		$446K Hold
6,250
– – 0.18% 63
2024
Q1 		$507K Hold
6,250
– – 0.19% 57
2023
Q4 		$457K Hold
6,250
– – 0.14% 67
2023
Q3 		$413K Hold
6,250
– – 0.14% 69
2023
Q2 		$464K Hold
6,250
– – 0.16% 68
2023
Q1 		$483K Hold
6,250
– – 0.17% 60
2022
Q4 		$478K Sell
6,250
-50
-0.8% -$3.82K 0.17% 61
2022
Q3 		$445K Hold
6,300
– – 0.18% 60
2022
Q2 		$534K Hold
6,300
– – 0.22% 57
2022
Q1 		$514K Hold
6,300
– – 0.18% 61
2021
Q4 		$495K Sell
6,300
-300
-5% -$23.6K 0.17% 61
2021
Q3 		$518K Hold
6,600
– – 0.19% 60
2021
Q2 		$513K Hold
6,600
– – 0.19% 61
2021
Q1 		$520K Hold
6,600
– – 0.2% 59
2020
Q4 		$490K Hold
6,600
– – 0.22% 58
2020
Q3 		$411K Hold
6,600
– – 0.22% 59
2020
Q2 		$361K Hold
6,600
– – 0.2% 62
2020
Q1 		$301K Hold
6,600
– – 0.2% 64
2019
Q4 		$565K Hold
6,600
– – 0.23% 61
2019
Q3 		$524K Hold
6,600
– – 0.22% 61
2019
Q2 		$467K Hold
6,600
– – 0.2% 64
2019
Q1 		$441K Hold
6,600
– – 0.2% 66
2018
Q4 		$414K Sell
6,600
-1,200
-15% -$75.3K 0.21% 65
2018
Q3 		$571K Hold
7,800
– – 0.23% 62
2018
Q2 		$533K Hold
7,800
– – 0.22% 62
2018
Q1 		$468K Hold
7,800
– – 0.2% 66
2017
Q4 		$474K Hold
7,800
– – 0.19% 68
2017
Q3 		$421K Hold
7,800
– – 0.19% 68
2017
Q2 		$393K Hold
7,800
– – 0.18% 69
2017
Q1 		$405K Hold
7,800
– – 0.17% 77
2016
Q4 		$432K Hold
7,800
– – 0.19% 70
2016
Q3 		$382K Sell
7,800
-300
-4% -$14.7K 0.18% 73
2016
Q2 		$411K Sell
8,100
-50
-0.6% -$2.54K 0.2% 68
2016
Q1 		$381K Sell
8,150
-500
-6% -$23.4K 0.22% 63
2015
Q4 		$355K Hold
8,650
– – 0.2% 66
2015
Q3 		$337K Hold
8,650
– – 0.2% 63
2015
Q2 		$312K Sell
8,650
-800
-8% -$28.9K 0.16% 65
2015
Q1 		$357K Sell
9,450
-1,000
-10% -$37.8K 0.18% 65
2014
Q4 		$415K Buy
10,450
+2,800
+37% +$111K 0.2% 63
2014
Q3 		$288K Buy
+7,650
New +$288K 0.2% 64