Segall Bryant & Hamill’s Sysco SYY Stock Holding History

Segall Bryant & Hamill’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-78,256	Closed	-$5.17M	–	476
2023 Q3	$5.17M	Sell	78,256 -284,762	-78%	-$20.5M	0.06%	315
2023 Q2	$26.9M	Sell	363,018 -11,657	-3%	-$862K	0.28%	108
2023 Q1	$28.9M	Sell	374,675 -9,826	-3%	-$754K	0.31%	96
2022 Q4	$29.4M	Sell	384,501 -3,355	-0.9%	-$271K	0.33%	92
2022 Q3	$27.4M	Sell	387,856 -20,432	-5%	-$1.7M	0.33%	87
2022 Q2	$34.6M	Buy	408,288 +41,067	+11%	+$3.44M	0.39%	71
2022 Q1	$29.9M	Buy	367,221 +358,532	+4,126%	+$29M	0.29%	100
2021 Q4	$685K	Sell	8,689 -1,350	-13%	-$104K	0.01%	487
2021 Q3	$790K	Buy	10,039 +2,281	+29%	+$174K	0.01%	564
2021 Q2	$606K	Buy	7,758 +50	+0.6%	+$4.04K	0.01%	574
2021 Q1	$608K	Sell	7,708 -108	-1%	-$8.37K	0.01%	617
2020 Q4	$580K	Buy	7,816 +200	+3%	+$13.8K	0.01%	551
2020 Q3	$473K	Buy	7,616 +585	+8%	+$34K	0.01%	551
2020 Q2	$383K	Sell	7,031 -807	-10%	-$42.4K	0.01%	641
2020 Q1	$359K	Buy	7,838 +221	+3%	+$15.3K	0.01%	648
2019 Q4	$653K	Sell	7,617 -475	-6%	-$38.5K	0.01%	610
2019 Q3	$645K	Hold	8,092	–	–	0.01%	607
2019 Q2	$572K	Buy	8,092 +281	+4%	+$20K	0.01%	647
2019 Q1	$522K	Sell	7,811 -3,259	-29%	-$212K	0.01%	653
2018 Q4	$694K	Buy	11,070 +1,991	+22%	+$134K	0.01%	585
2018 Q3	$665K	Sell	9,079 -2,228	-20%	-$161K	0.01%	625
2018 Q2	$772K	Buy	11,307 +1,626	+17%	+$104K	0.01%	588
2018 Q1	$580K	Buy	9,681 +281	+3%	+$17K	0.01%	411
2017 Q4	$571K	Buy	9,400 +26	+0.3%	+$1.47K	0.01%	401
2017 Q3	$506K	Hold	9,374	–	–	0.01%	427
2017 Q2	$472K	Hold	9,374	–	–	0.01%	436
2017 Q1	$487K	Buy	9,374 +175	+2%	+$9.27K	0.01%	413
2016 Q4	$509K	Sell	9,199 -250	-3%	-$13K	0.01%	404
2016 Q3	$463K	Sell	9,449 -122	-1%	-$6.27K	0.01%	410
2016 Q2	$486K	Sell	9,571 -100	-1%	-$4.84K	0.01%	419
2016 Q1	$452K	Buy	9,671 +2,721	+39%	+$117K	0.01%	422
2015 Q4	$285K	Hold	6,950	–	–	0.01%	477
2015 Q3	$271K	Buy	6,950 +175	+3%	+$6.68K	0.01%	489
2015 Q2	$245K	Hold	6,775	–	–	0.01%	506
2015 Q1	$256K	Hold	6,775	–	–	0.01%	507
2014 Q4	$269K	Sell	6,775 -2,635	-28%	-$102K	0.01%	493
2014 Q3	$357K	Sell	9,410 -615	-6%	-$23K	0.01%	469
2014 Q2	$375K	Sell	10,025 -2,950	-23%	-$108K	0.01%	469
2014 Q1	$469K	Hold	12,975	–	–	0.01%	448
2013 Q4	$468K	Hold	12,975	–	–	0.01%	452
2013 Q3	$413K	Hold	12,975	–	–	0.01%	465
2013 Q2	$443K	Buy	+12,975	New	+$447K	0.01%	414

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Segall Bryant & Hamill's SYY Position: Q4 2023 in Review

Segall Bryant & Hamill sold out of Sysco (SYY) in Q4 2023, closing a stake of 78,256 shares — an estimated $5.17M sold.

Segall Bryant & Hamill first reported a position in SYY in Q2 2013 and held it in 42 quarters. The position peaked at $34.6M in Q2 2022. 1,454 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

Segall Bryant & Hamill reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 78,256 Sysco shares in Q4 2023, an estimated $5.17M.
Segall Bryant & Hamill first reported a position in Sysco in Q2 2013 and held it in 42 quarters.
Segall Bryant & Hamill's Sysco position peaked at $34.6M in Q2 2022.
1,454 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Segall Bryant & Hamill's 13F filing for Q4 2023, filed 14 Feb 2024.