Rice Partnership’s Sysco SYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,365	Closed	-$250K	–	141
2023 Q2	$250K	Sell	3,365 -1,135	-25%	-$84.2K	0.07%	92
2023 Q1	$348K	Sell	4,500 -590	-12%	-$45.6K	0.1%	74
2022 Q4	$389K	Hold	5,090	–	–	0.12%	71
2022 Q3	$360K	Hold	5,090	–	–	0.12%	72
2022 Q2	$431K	Sell	5,090 -358	-7%	-$30.3K	0.15%	66
2022 Q1	$445K	Hold	5,448	–	–	0.13%	71
2021 Q4	$428K	Hold	5,448	–	–	0.12%	69
2021 Q3	$428K	Sell	5,448 -919	-14%	-$72.2K	0.14%	68
2021 Q2	$495K	Hold	6,367	–	–	0.16%	69
2021 Q1	$501K	Sell	6,367 -942	-13%	-$74.1K	0.18%	62
2020 Q4	$543K	Hold	7,309	–	–	0.2%	59
2020 Q3	$455K	Hold	7,309	–	–	0.2%	56
2020 Q2	$400K	Hold	7,309	–	–	0.21%	53
2020 Q1	$334K	Buy	7,309 +868	+13%	+$39.7K	0.22%	52
2019 Q4	$551K	Hold	6,441	–	–	0.3%	49
2019 Q3	$511K	Hold	6,441	–	–	0.32%	52
2019 Q2	$456K	Hold	6,441	–	–	0.31%	55
2019 Q1	$430K	Sell	6,441 -2,500	-28%	-$167K	0.31%	56
2018 Q4	$560K	Hold	8,941	–	–	0.5%	45
2018 Q3	$655K	Hold	8,941	–	–	0.41%	46
2018 Q2	$611K	Hold	8,941	–	–	0.4%	48
2018 Q1	$536K	Hold	8,941	–	–	0.36%	51
2017 Q4	$543K	Buy	+8,941	New	+$543K	0.38%	55