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Tamar Securities’s Sysco SYY Stock Holding History

Tamar Securities’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
-93,225
Closed -$6.16M – 73
2023
Q3 		$6.16M Buy
93,225
+3,985
+4% +$286K 1.48% 33
2023
Q2 		$6.62M Buy
89,240
+6,719
+8% +$497K 1.63% 29
2023
Q1 		$6.37M Buy
82,521
+8,361
+11% +$642K 1.83% 28
2022
Q4 		$5.67M Buy
74,160
+121
+0.2% +$9.78K 1.8% 27
2022
Q3 		$5.24M Buy
74,039
+3,414
+5% +$284K 1.67% 31
2022
Q2 		$5.98M Sell
70,625
-6,321
-8% -$529K 1.96% 23
2022
Q1 		$6.28M Buy
76,946
+3,554
+5% +$287K 1.75% 28
2021
Q4 		$5.76M Sell
73,392
-8,787
-11% -$676K 1.7% 29
2021
Q3 		$6.45M Buy
82,179
+16,367
+25% +$1.25M 2.33% 22
2021
Q2 		$5.12M Buy
65,812
+7,283
+12% +$588K 1.97% 23
2021
Q1 		$4.61M Buy
58,529
+9,703
+20% +$752K 1.78% 27
2020
Q4 		$3.63M Buy
48,826
+2,940
+6% +$202K 2.06% 21
2020
Q3 		$2.85M Buy
45,886
+10,194
+29% +$593K 1.77% 24
2020
Q2 		$1.95M Buy
+35,692
New +$1.88M 1.55% 25

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tamar Securities's SYY Position: Q4 2023 in Review

Tamar Securities sold out of Sysco (SYY) in Q4 2023, closing a stake of 93,225 shares — an estimated $6.16M sold.

Tamar Securities first reported a position in SYY in Q2 2020 and held it in 14 quarters. The position peaked at $6.62M in Q2 2023. 1,456 funds tracked by Wall St. Rank hold SYY as of Q4 2023.

  • Tamar Securities reported no remaining Sysco position as of Q4 2023 after selling out during the quarter.
  • Tamar Securities sold 93,225 Sysco shares in Q4 2023, an estimated $6.16M.
  • Tamar Securities first reported a position in Sysco in Q2 2020 and held it in 14 quarters.
  • Tamar Securities's Sysco position peaked at $6.62M in Q2 2023.
  • 1,456 funds tracked by Wall St. Rank held Sysco as of Q4 2023.

Based on Tamar Securities's 13F filing for Q4 2023, filed 25 Jan 2024.