Sonora Investment Management’s Sysco SYY Stock Holding History

Sonora Investment Management’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
2021 Q3	$17K	Hold	221	–	–	﹤0.01%	669
2021 Q2	$17K	Buy	221 +17	+8%	+$1.37K	﹤0.01%	608
2021 Q1	$16K	Hold	204	–	–	﹤0.01%	1072
2020 Q4	$15K	Hold	204	–	–	﹤0.01%	1035
2020 Q3	$13K	Hold	204	–	–	﹤0.01%	1067
2020 Q2	$11K	Sell	204 -100	-33%	-$5.26K	﹤0.01%	1045
2020 Q1	$14K	Buy	304 +100	+49%	+$6.92K	﹤0.01%	904
2019 Q4	$17K	Sell	204 -550	-73%	-$44.6K	﹤0.01%	951
2019 Q3	$60K	Sell	754 -144	-16%	-$10.6K	0.01%	449
2019 Q2	$64K	Buy	898 +144	+19%	+$10.2K	0.01%	437
2019 Q1	$50K	Sell	754 -200	-21%	-$13K	0.01%	504
2018 Q4	$60K	Buy	954 +200	+27%	+$13.5K	0.01%	357
2018 Q3	$55K	Hold	754	–	–	0.01%	385
2018 Q2	$51K	Hold	754	–	–	0.01%	398
2018 Q1	$45.2K	Hold	754	–	–	0.01%	412
2017 Q4	$45.8K	Hold	754	–	–	0.01%	415
2017 Q3	$40.7K	Hold	754	–	–	0.01%	377
2017 Q2	$37.9K	Hold	754	–	–	0.01%	375
2017 Q1	$39.1K	Buy	754 +550	+270%	+$29.1K	0.01%	368
2016 Q4	$11.3K	Hold	204	–	–	﹤0.01%	579
2016 Q3	$10K	Hold	204	–	–	﹤0.01%	601
2016 Q2	$10.4K	Hold	204	–	–	﹤0.01%	590
2016 Q1	$9.45K	Hold	204	–	–	﹤0.01%	652
2015 Q4	$8K	Sell	204 -157	-43%	-$6.44K	﹤0.01%	576
2015 Q3	$14K	Buy	+361	New	+$13.8K	﹤0.01%	397

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sonora Investment Management's SYY Position: Q3 2021 in Review

Sonora Investment Management held its Sysco (SYY) position steady in Q3 2021 at 221 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Sonora Investment Management first reported a position in SYY in Q3 2015 and has held it in 25 quarters since. The position peaked at $64K in Q2 2019. 1,323 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Sonora Investment Management held 221 shares of Sysco worth $17K as of Q3 2021.
Sonora Investment Management left its Sysco share count unchanged in Q3 2021.
Sysco made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #669 holding.
Sonora Investment Management first reported a position in Sysco in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Sysco position peaked at $64K in Q2 2019.
1,323 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.