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Poplar Forest Capital’s Sysco SYY Stock Holding History

Poplar Forest Capital’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
2021
Q3 		– Sell
-183,597
Closed -$14.3M – 91
2021
Q2 		$14.3M Sell
183,597
-205,482
-53% -$16.6M 1.4% 27
2021
Q1 		$30.6M Sell
389,079
-18,466
-5% -$1.43M 3.06% 19
2020
Q4 		$30.3M Sell
407,545
-77,154
-16% -$5.3M 3.54% 15
2020
Q3 		$30.2M Buy
484,699
+156,305
+48% +$9.09M 3.69% 12
2020
Q2 		$17.9M Buy
328,394
+242,514
+282% +$12.8M 2.06% 26
2020
Q1 		$3.92M Buy
+85,880
New +$5.94M 0.54% 35

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Poplar Forest Capital's SYY Position: Q3 2021 in Review

Poplar Forest Capital sold out of Sysco (SYY) in Q3 2021, closing a stake of 183,597 shares — an estimated $14.3M sold.

Poplar Forest Capital first reported a position in SYY in Q1 2020 and held it in 6 quarters. The position peaked at $30.6M in Q1 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Poplar Forest Capital reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Poplar Forest Capital sold 183,597 Sysco shares in Q3 2021, an estimated $14.3M.
  • Poplar Forest Capital first reported a position in Sysco in Q1 2020 and held it in 6 quarters.
  • Poplar Forest Capital's Sysco position peaked at $30.6M in Q1 2021.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Poplar Forest Capital's 13F filing for Q3 2021, filed 9 Nov 2021.