Opus Investment Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,000
Closed -$311K 99
2020
Q3
$311K Sell
5,000
-43,000
-90% -$2.67M 0.06% 91
2020
Q2
$2.62M Sell
48,000
-7,000
-13% -$383K 0.53% 56
2020
Q1
$2.51M Hold
55,000
0.53% 50
2019
Q4
$4.71M Hold
55,000
0.77% 40
2019
Q3
$4.37M Hold
55,000
0.76% 38
2019
Q2
$3.89M Hold
55,000
0.73% 41
2019
Q1
$3.67M Hold
55,000
0.73% 45
2018
Q4
$3.45M Hold
55,000
0.74% 45
2018
Q3
$4.03M Hold
55,000
0.7% 44
2018
Q2
$3.76M Hold
55,000
0.68% 48
2018
Q1
$3.3M Hold
55,000
0.61% 51
2017
Q4
$3.34M Hold
55,000
0.59% 52
2017
Q3
$2.97M Hold
55,000
0.54% 57
2017
Q2
$2.77M Hold
55,000
0.47% 59
2017
Q1
$2.86M Hold
55,000
0.49% 62
2016
Q4
$3.05M Sell
55,000
-42,800
-44% -$2.37M 0.54% 60
2016
Q3
$4.79M Hold
97,800
0.82% 41
2016
Q2
$4.96M Sell
97,800
-10,000
-9% -$507K 0.87% 37
2016
Q1
$5.04M Sell
107,800
-29,000
-21% -$1.36M 0.97% 23
2015
Q4
$5.61M Sell
136,800
-15,000
-10% -$615K 1% 18
2015
Q3
$5.92M Buy
151,800
+31,000
+26% +$1.21M 1.12% 9
2015
Q2
$4.36M Buy
120,800
+8,000
+7% +$289K 0.79% 36
2015
Q1
$4.26M Hold
112,800
0.75% 24
2014
Q4
$4.48M Hold
112,800
0.8% 25
2014
Q3
$4.28M Hold
112,800
0.81% 25
2014
Q2
$4.22M Hold
112,800
0.83% 36
2014
Q1
$4.08M Buy
112,800
+16,000
+17% +$578K 0.94% 27
2013
Q4
$3.49M Sell
96,800
-20,000
-17% -$722K 0.94% 24
2013
Q3
$3.72M Hold
116,800
0.84% 36
2013
Q2
$3.99M Buy
+116,800
New +$3.99M 0.95% 40