Morningstar Investment Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,016
| Closed | -$390K | – | 364 |
|
|
2024
Q3 | $390K | Buy |
+5,016
| New | +$390K | ﹤0.01% | 307 |
|
|
2016
Q1 | – | Sell |
-24,594
| Closed | -$1.01M | – | 232 |
|
|
2015
Q4 | $1.01M | Sell |
24,594
-49,991
| -67% | -$2.05M | 0.04% | 157 |
|
|
2015
Q3 | $2.91M | Sell |
74,585
-10,914
| -13% | -$425K | 0.12% | 127 |
|
|
2015
Q2 | $3.09M | Sell |
85,499
-3,753
| -4% | -$136K | 0.13% | 124 |
|
|
2015
Q1 | $3.37M | Sell |
89,252
-3,629
| -4% | -$137K | 0.15% | 114 |
|
|
2014
Q4 | $3.69M | Sell |
92,881
-50,165
| -35% | -$1.99M | 0.17% | 109 |
|
|
2014
Q3 | $5.43M | Buy |
143,046
+12,174
| +9% | +$462K | 0.28% | 88 |
|
|
2014
Q2 | $4.9M | Buy |
130,872
+31,348
| +31% | +$1.17M | 0.28% | 87 |
|
|
2014
Q1 | $3.6M | Buy |
99,524
+17,716
| +22% | +$640K | 0.25% | 91 |
|
|
2013
Q4 | $2.95M | Buy |
81,808
+7,202
| +10% | +$260K | 0.22% | 95 |
|
|
2013
Q3 | $2.36M | Sell |
74,606
-169,824
| -69% | -$5.38M | 0.21% | 97 |
|
|
2013
Q2 | $8.35M | Buy |
+244,430
| New | +$8.35M | 0.87% | 28 |
|