Richard Bernstein Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
+36,056
| New | +$2.73M | 0.07% | 151 |
|
|
2023
Q3 | – | Sell |
-42,588
| Closed | -$3.16M | – | 239 |
|
|
2023
Q2 | $3.16M | Hold |
42,588
| – | – | 0.07% | 100 |
|
|
2023
Q1 | $3.29M | Hold |
42,588
| – | – | 0.07% | 106 |
|
|
2022
Q4 | $3.26M | Hold |
42,588
| – | – | 0.07% | 114 |
|
|
2022
Q3 | $3.01M | Hold |
42,588
| – | – | 0.08% | 125 |
|
|
2022
Q2 | $3.61M | Buy |
+42,588
| New | +$3.61M | 0.08% | 126 |
|
|
2020
Q1 | – | Sell |
-42,520
| Closed | -$3.64M | – | 220 |
|
|
2019
Q4 | $3.64M | Hold |
42,520
| – | – | 0.12% | 129 |
|
|
2019
Q3 | $3.38M | Buy |
42,520
+9,998
| +31% | +$794K | 0.11% | 141 |
|
|
2019
Q2 | $2.3M | Hold |
32,522
| – | – | 0.08% | 173 |
|
|
2019
Q1 | $2.17M | Buy |
+32,522
| New | +$2.17M | 0.07% | 202 |
|
|
2015
Q2 | – | Sell |
-26,153
| Closed | -$987K | – | 262 |
|
|
2015
Q1 | $987K | Hold |
26,153
| – | – | 0.13% | 155 |
|
|
2014
Q4 | $1.04M | Hold |
26,153
| – | – | 0.11% | 206 |
|
|
2014
Q3 | $993K | Hold |
26,153
| – | – | 0.1% | 208 |
|
|
2014
Q2 | $979K | Hold |
26,153
| – | – | 0.12% | 208 |
|
|
2014
Q1 | $945K | Hold |
26,153
| – | – | 0.13% | 186 |
|
|
2013
Q4 | $944K | Hold |
26,153
| – | – | 0.19% | 183 |
|
|
2013
Q3 | $832K | Hold |
26,153
| – | – | 0.25% | 145 |
|
|
2013
Q2 | $893K | Buy |
+26,153
| New | +$893K | 0.29% | 120 |
|