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Oakview Capital Management’s Sysco SYY Stock Holding History

Oakview 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
Q4 		– Sell
-140,569
Closed -$9.28M – 17
2023
Q3 		$9.28M Sell
140,569
-21,639
-13% -$1.55M 4.11% 14
2023
Q2 		$12M Buy
162,208
+8,963
+6% +$663K 5.2% 13
2023
Q1 		$11.8M Sell
153,245
-1,433
-0.9% -$110K 4.96% 14
2022
Q4 		$11.8M Buy
154,678
+6,538
+4% +$528K 5.06% 10
2022
Q3 		$10.5M Buy
148,140
+2,726
+2% +$227K 5% 10
2022
Q2 		$12.3M Buy
145,414
+3,330
+2% +$279K 6.19% 10
2022
Q1 		$11.6M Sell
142,084
-137,468
-49% -$11.1M 5.13% 13
2021
Q4 		$22M Sell
279,552
-5,364
-2% -$413K 6.89% 6
2021
Q3 		$22.4M Buy
284,916
+100,014
+54% +$7.63M 7.66% 2
2021
Q2 		$14.4M Sell
184,902
-51,392
-22% -$4.15M 5.49% 10
2021
Q1 		$18.6M Sell
236,294
-5,241
-2% -$406K 6.77% 8
2020
Q4 		$17.9M Sell
241,535
-17,516
-7% -$1.2M 7.58% 4
2020
Q3 		$16.1M Sell
259,051
-141
-0.1% -$8.2K 7.04% 5
2020
Q2 		$14.2M Sell
259,192
-117,638
-31% -$6.19M 6.5% 7
2020
Q1 		$17.2M Buy
+376,830
New +$26.1M 7.56% 2

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Oakview Capital Management's SYY Position: Q4 2023 in Review

Oakview Capital Management sold out of Sysco (SYY) in Q4 2023, closing a stake of 140,569 shares — an estimated $9.28M sold.

Oakview Capital Management first reported a position in SYY in Q1 2020 and held it in 15 quarters. The position peaked at $22.4M in Q3 2021. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Oakview Capital Management reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Oakview Capital Management sold 140,569 Sysco shares in Q4 2023, an estimated $9.28M.
  • Oakview Capital Management first reported a position in Sysco in Q1 2020 and held it in 15 quarters.
  • Oakview Capital Management's Sysco position peaked at $22.4M in Q3 2021.
  • 1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Oakview Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.