Rockefeller Financial Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $502K | Hold |
8,268
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $446K | Buy |
8,268
+298
| +4% | +$16.1K | 0.01% | 271 |
|
|
2017
Q2 | $402K | Hold |
7,970
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $414K | Sell |
7,970
-400
| -5% | -$20.8K | 0.01% | 256 |
|
|
2016
Q4 | $464K | Hold |
8,370
| – | – | 0.01% | 259 |
|
|
2016
Q3 | $410K | Buy |
8,370
+945
| +13% | +$46.3K | 0.01% | 255 |
|
|
2016
Q2 | $377K | Hold |
7,425
| – | – | 0.01% | 275 |
|
|
2016
Q1 | $347K | Hold |
7,425
| – | – | 0.01% | 281 |
|
|
2015
Q4 | $304K | Hold |
7,425
| – | – | 0.01% | 302 |
|
|
2015
Q3 | $290K | Hold |
7,425
| – | – | 0.01% | 297 |
|
|
2015
Q2 | $268K | Hold |
7,425
| – | – | 0.01% | 291 |
|
|
2015
Q1 | $281K | Sell |
7,425
-1,007
| -12% | -$38.1K | 0.01% | 290 |
|
|
2014
Q4 | $334K | Hold |
8,432
| – | – | 0.01% | 271 |
|
|
2014
Q3 | $320K | Sell |
8,432
-14,302
| -63% | -$543K | 0.01% | 287 |
|
|
2014
Q2 | $852K | Sell |
22,734
-11,113
| -33% | -$416K | 0.02% | 232 |
|
|
2014
Q1 | $1.22M | Buy |
33,847
+7,115
| +27% | +$257K | 0.03% | 213 |
|
|
2013
Q4 | $965K | Buy |
26,732
+4,500
| +20% | +$162K | 0.02% | 232 |
|
|
2013
Q3 | $707K | Hold |
22,232
| – | – | 0.02% | 248 |
|
|
2013
Q2 | $759K | Buy |
+22,232
| New | +$759K | 0.02% | 233 |
|