Peak Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,975
| Closed | -$254K | – | 135 |
|
|
2019
Q4 | $254K | Hold |
2,975
| – | – | 0.08% | 110 |
|
|
2019
Q3 | $236K | Hold |
2,975
| – | – | 0.08% | 109 |
|
|
2019
Q2 | $210K | Buy |
+2,975
| New | +$210K | 0.07% | 120 |
|
|
2018
Q4 | – | Sell |
-3,470
| Closed | -$254K | – | 135 |
|
|
2018
Q3 | $254K | Sell |
3,470
-83
| -2% | -$6.08K | 0.09% | 112 |
|
|
2018
Q2 | $243K | Hold |
3,553
| – | – | 0.09% | 114 |
|
|
2018
Q1 | $213K | Hold |
3,553
| – | – | 0.08% | 120 |
|
|
2017
Q4 | $216K | Sell |
3,553
-565
| -14% | -$34.3K | 0.08% | 117 |
|
|
2017
Q3 | $222K | Hold |
4,118
| – | – | 0.08% | 132 |
|
|
2017
Q2 | $207K | Hold |
4,118
| – | – | 0.08% | 135 |
|
|
2017
Q1 | $214K | Hold |
4,118
| – | – | 0.08% | 140 |
|
|
2016
Q4 | $228K | Hold |
4,118
| – | – | 0.09% | 132 |
|
|
2016
Q3 | $202K | Hold |
4,118
| – | – | 0.08% | 134 |
|
|
2016
Q2 | $209K | Buy |
+4,118
| New | +$209K | 0.09% | 124 |
|