Oakview Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-140,569
| Closed | -$9.28M | – | 17 |
|
|
2023
Q3 | $9.28M | Sell |
140,569
-21,639
| -13% | -$1.43M | 4.11% | 14 |
|
|
2023
Q2 | $12M | Buy |
162,208
+8,963
| +6% | +$665K | 5.2% | 13 |
|
|
2023
Q1 | $11.8M | Sell |
153,245
-1,433
| -0.9% | -$111K | 4.96% | 14 |
|
|
2022
Q4 | $11.8M | Buy |
154,678
+6,538
| +4% | +$500K | 5.06% | 10 |
|
|
2022
Q3 | $10.5M | Buy |
148,140
+2,726
| +2% | +$193K | 5% | 10 |
|
|
2022
Q2 | $12.3M | Buy |
145,414
+3,330
| +2% | +$282K | 6.19% | 10 |
|
|
2022
Q1 | $11.6M | Sell |
142,084
-137,468
| -49% | -$11.2M | 5.13% | 13 |
|
|
2021
Q4 | $22M | Sell |
279,552
-5,364
| -2% | -$421K | 6.89% | 6 |
|
|
2021
Q3 | $22.4M | Buy |
284,916
+100,014
| +54% | +$7.85M | 7.66% | 2 |
|
|
2021
Q2 | $14.4M | Sell |
184,902
-51,392
| -22% | -$4M | 5.49% | 10 |
|
|
2021
Q1 | $18.6M | Sell |
236,294
-5,241
| -2% | -$413K | 6.77% | 8 |
|
|
2020
Q4 | $17.9M | Sell |
241,535
-17,516
| -7% | -$1.3M | 7.58% | 4 |
|
|
2020
Q3 | $16.1M | Sell |
259,051
-141
| -0.1% | -$8.77K | 7.04% | 5 |
|
|
2020
Q2 | $14.2M | Sell |
259,192
-117,638
| -31% | -$6.43M | 6.5% | 7 |
|
|
2020
Q1 | $17.2M | Buy |
+376,830
| New | +$17.2M | 7.56% | 2 |
|