Security National Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $162K | Hold |
2,085
| – | – | 0.04% | 176 |
|
|
2021
Q2 | $162K | Hold |
2,085
| – | – | 0.04% | 184 |
|
|
2021
Q1 | $164K | Sell |
2,085
-75
| -3% | -$5.82K | 0.04% | 181 |
|
|
2020
Q4 | $160K | Sell |
2,160
-90
| -4% | -$6.19K | 0.04% | 179 |
|
|
2020
Q3 | $140K | Hold |
2,250
| – | – | 0.04% | 181 |
|
|
2020
Q2 | $123K | Hold |
2,250
| – | – | 0.04% | 194 |
|
|
2020
Q1 | $103K | Hold |
2,250
| – | – | 0.04% | 191 |
|
|
2019
Q4 | $193K | Hold |
2,250
| – | – | 0.06% | 161 |
|
|
2019
Q3 | $179K | Hold |
2,250
| – | – | 0.06% | 162 |
|
|
2019
Q2 | $159K | Sell |
2,250
-250
| -10% | -$17.8K | 0.05% | 176 |
|
|
2019
Q1 | $167K | Buy |
2,500
+150
| +6% | +$9.76K | 0.05% | 169 |
|
|
2018
Q4 | $147K | Buy |
2,350
+250
| +12% | +$16.9K | 0.05% | 168 |
|
|
2018
Q3 | $154K | Buy |
2,100
+1,100
| +110% | +$79.3K | 0.05% | 182 |
|
|
2018
Q2 | $68K | Hold |
1,000
| – | – | 0.02% | 246 |
|
|
2018
Q1 | $60K | Hold |
1,000
| – | – | 0.02% | 250 |
|
|
2017
Q4 | $60K | Hold |
1,000
| – | – | 0.02% | 253 |
|
|
2017
Q3 | $54K | Hold |
1,000
| – | – | 0.02% | 258 |
|
|
2017
Q2 | $50K | Hold |
1,000
| – | – | 0.02% | 275 |
|
|
2017
Q1 | $52K | Hold |
1,000
| – | – | 0.02% | 271 |
|
|
2016
Q4 | $56K | Hold |
1,000
| – | – | 0.02% | 260 |
|
|
2016
Q3 | $50K | Hold |
1,000
| – | – | 0.02% | 275 |
|
|
2016
Q2 | $50K | Hold |
1,000
| – | – | 0.02% | 276 |
|
|
2016
Q1 | $46K | Buy |
1,000
+385
| +63% | +$16.6K | 0.02% | 276 |
|
|
2015
Q4 | $26K | Hold |
615
| – | – | 0.01% | 311 |
|
|
2015
Q3 | $23K | Hold |
615
| – | – | 0.01% | 323 |
|
|
2015
Q2 | $22K | Hold |
615
| – | – | 0.01% | 334 |
|
|
2015
Q1 | $23K | Hold |
615
| – | – | 0.01% | 344 |
|
|
2014
Q4 | $25K | Buy |
615
+70
| +13% | +$2.71K | 0.01% | 334 |
|
|
2014
Q3 | $21K | Hold |
545
| – | – | 0.01% | 342 |
|
|
2014
Q2 | $21K | Hold |
545
| – | – | 0.01% | 351 |
|
|
2014
Q1 | $20K | Hold |
545
| – | – | 0.01% | 355 |
|
|
2013
Q4 | $20K | Hold |
545
| – | – | 0.01% | 350 |
|
|
2013
Q3 | $17K | Sell |
545
-55
| -9% | -$1.84K | 0.01% | 348 |
|
|
2013
Q2 | $20K | Buy |
+600
| New | +$20.7K | 0.01% | 328 |
|
Other funds holding SYY
TFM
LP
Security National Trust's SYY Position: Q3 2021 in Review
Security National Trust held its Sysco (SYY) position steady in Q3 2021 at 2,085 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #176.
Security National Trust first reported a position in SYY in Q2 2013 and has held it in 34 quarters since. The position peaked at $193K in Q4 2019. 1,323 funds tracked by Wall St. Rank hold SYY as of Q3 2021.
- Security National Trust held 2,085 shares of Sysco worth $162K as of Q3 2021.
- Security National Trust left its Sysco share count unchanged in Q3 2021.
- Sysco made up 0.04% of Security National Trust's portfolio in Q3 2021, its #176 holding.
- Security National Trust first reported a position in Sysco in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Sysco position peaked at $193K in Q4 2019.
- 1,323 funds tracked by Wall St. Rank held Sysco as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.