Ropes Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,624
| Closed | -$1.01M | – | 276 |
|
|
2023
Q2 | $1.01M | Buy |
13,624
+210
| +2% | +$15.5K | 0.17% | 118 |
|
|
2023
Q1 | $1.04M | Hold |
13,414
| – | – | 0.19% | 112 |
|
|
2022
Q4 | $1.03M | Buy |
13,414
+3,017
| +29% | +$244K | 0.18% | 113 |
|
|
2022
Q3 | $735K | Sell |
10,397
-338
| -3% | -$28.1K | 0.15% | 125 |
|
|
2022
Q2 | $909K | Hold |
10,735
| – | – | 0.19% | 114 |
|
|
2022
Q1 | $877K | Sell |
10,735
-2,210
| -17% | -$179K | 0.15% | 134 |
|
|
2021
Q4 | $1.02M | Hold |
12,945
| – | – | 0.18% | 109 |
|
|
2021
Q3 | $1.02M | Buy |
12,945
+381
| +3% | +$29.1K | 0.16% | 114 |
|
|
2021
Q2 | $977K | Buy |
12,564
+1,422
| +13% | +$115K | 0.15% | 119 |
|
|
2021
Q1 | $936K | Buy |
11,142
+370
| +3% | +$28.7K | 0.16% | 120 |
|
|
2020
Q4 | $800K | Buy |
10,772
+7,939
| +280% | +$546K | 0.12% | 116 |
|
|
2020
Q3 | $176K | Hold |
2,833
| – | – | 0.03% | 212 |
|
|
2020
Q2 | $155K | Sell |
2,833
-310
| -10% | -$16.3K | 0.03% | 210 |
|
|
2020
Q1 | $143K | Buy |
3,143
+2,235
| +246% | +$155K | 0.04% | 197 |
|
|
2019
Q4 | $78K | Sell |
908
-1,125
| -55% | -$91.1K | 0.02% | 297 |
|
|
2019
Q3 | $161K | Hold |
2,033
| – | – | 0.03% | 238 |
|
|
2019
Q2 | $144K | Sell |
2,033
-165
| -8% | -$11.7K | 0.03% | 251 |
|
|
2019
Q1 | $147K | Hold |
2,198
| – | – | 0.04% | 242 |
|
|
2018
Q4 | $138K | Sell |
2,198
-812
| -27% | -$54.7K | 0.04% | 239 |
|
|
2018
Q3 | $220K | Hold |
3,010
| – | – | 0.05% | 219 |
|
|
2018
Q2 | $206K | Sell |
3,010
-255
| -8% | -$16.3K | 0.06% | 222 |
|
|
2018
Q1 | $196K | Buy |
3,265
+300
| +10% | +$18.2K | 0.05% | 218 |
|
|
2017
Q4 | $180K | Sell |
2,965
-325
| -10% | -$18.4K | 0.05% | 222 |
|
|
2017
Q3 | $177K | Hold |
3,290
| – | – | 0.05% | 226 |
|
|
2017
Q2 | $166K | Sell |
3,290
-10,000
| -75% | -$534K | 0.05% | 230 |
|
|
2017
Q1 | $690K | Buy |
13,290
+10,000
| +304% | +$530K | 0.2% | 105 |
|
|
2016
Q4 | $182K | Hold |
3,290
| – | – | 0.06% | 210 |
|
|
2016
Q3 | $161K | Hold |
3,290
| – | – | 0.05% | 211 |
|
|
2016
Q2 | $167K | Hold |
3,290
| – | – | 0.06% | 193 |
|
|
2016
Q1 | $154K | Hold |
3,290
| – | – | 0.07% | 165 |
|
|
2015
Q4 | $135K | Buy |
3,290
+660
| +25% | +$27.1K | 0.06% | 179 |
|
|
2015
Q3 | $102K | Sell |
2,630
-4,865
| -65% | -$186K | 0.05% | 192 |
|
|
2015
Q2 | $271K | Hold |
7,495
| – | – | 0.15% | 108 |
|
|
2015
Q1 | $283K | Buy |
+7,495
| New | +$295K | 0.15% | 109 |
|
Other funds holding SYY
Ropes Wealth Advisors's SYY Position: Q3 2023 in Review
Ropes Wealth Advisors sold out of Sysco (SYY) in Q3 2023, closing a stake of 13,624 shares — an estimated $1.01M sold.
Ropes Wealth Advisors first reported a position in SYY in Q1 2015 and held it in 34 quarters. The position peaked at $1.04M in Q1 2023. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.
- Ropes Wealth Advisors reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
- Ropes Wealth Advisors sold 13,624 Sysco shares in Q3 2023, an estimated $1.01M.
- Ropes Wealth Advisors first reported a position in Sysco in Q1 2015 and held it in 34 quarters.
- Ropes Wealth Advisors's Sysco position peaked at $1.04M in Q1 2023.
- 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.