Northstar Investment Advisors’s Sysco SYY Stock Holding History

Northstar Investment Advisors’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	$258K	Hold	3,483	–	–	0.03%	146
2021 Q1	$274K	Hold	3,483	–	–	0.04%	135
2020 Q4	$259K	Hold	3,483	–	–	0.04%	129
2020 Q3	$217K	Buy	+3,483	New	+$203K	0.04%	125
2020 Q1	–	Sell	-3,483	Closed	-$298K	–	136
2019 Q4	$298K	Hold	3,483	–	–	0.05%	122
2019 Q3	$259K	Buy	+3,483	New	+$256K	0.04%	121
2015 Q3	–	Sell	-125,038	Closed	-$4.51M	–	102
2015 Q2	$4.51M	Buy	125,038 +4,722	+4%	+$177K	1.17%	49
2015 Q1	$4.54M	Buy	120,316 +1,584	+1%	+$62.4K	1.16%	48
2014 Q4	$4.71M	Buy	118,732 +2,233	+2%	+$86.6K	1.18%	48
2014 Q3	$4.42M	Sell	116,499 -615	-0.5%	-$23K	1.15%	52
2014 Q2	$4.39M	Sell	117,114 -1,536	-1%	-$56.4K	1.13%	52
2014 Q1	$4.29M	Buy	118,650 +6,117	+5%	+$220K	1.14%	48
2013 Q4	$4.06M	Sell	112,533 -1,107	-1%	-$37.4K	1.11%	47
2013 Q3	$3.62M	Sell	113,640 -2,234	-2%	-$75K	1.08%	50
2013 Q2	$3.96M	Buy	+115,874	New	+$3.99M	1.24%	45

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

Northstar Investment Advisors's SYY Position: Q2 2021 in Review

Northstar Investment Advisors held its Sysco (SYY) position steady in Q2 2021 at 3,483 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #146.

Northstar Investment Advisors first reported a position in SYY in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.71M in Q4 2014. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

Northstar Investment Advisors held 3,483 shares of Sysco worth $258K as of Q2 2021.
Northstar Investment Advisors left its Sysco share count unchanged in Q2 2021.
Sysco made up 0.03% of Northstar Investment Advisors's portfolio in Q2 2021, its #146 holding.
Northstar Investment Advisors first reported a position in Sysco in Q2 2013 and has held it in 15 quarters since.
Northstar Investment Advisors's Sysco position peaked at $4.71M in Q4 2014.
1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.