Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-130,900
Closed -$10.2M 997
2024
Q3
$10.2M Buy
+130,900
New +$9.84M 0.28% 82
2024
Q1
Sell
-15,500
Closed -$1.13M 1041
2023
Q4
$1.13M Sell
15,500
-24,300
-61% -$1.68M 0.04% 387
2023
Q3
$2.63M Buy
39,800
+18,500
+87% +$1.33M 0.09% 191
2023
Q2
$1.58M Sell
21,300
-34,200
-62% -$2.53M 0.06% 290
2023
Q1
$4.29M Buy
55,500
+37,600
+210% +$2.89M 0.15% 118
2022
Q4
$1.37M Buy
17,900
+10,700
+149% +$864K 0.06% 293
2022
Q3
$509K Buy
+7,200
New +$600K 0.02% 474

Other funds holding SYY