Vigilant Capital Management’s Sysco SYY Stock Holding History

Vigilant Capital 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
2023 Q2	$465K	Hold	6,267	–	–	0.03%	96
2023 Q1	$484K	Sell	6,267 -2,680	-30%	-$206K	0.04%	91
2022 Q4	$684K	Buy	8,947 +130	+1%	+$10.5K	0.06%	72
2022 Q3	$623K	Sell	8,817 -1,950	-18%	-$162K	0.06%	74
2022 Q2	$912K	Sell	10,767 -1,800	-14%	-$151K	0.08%	60
2022 Q1	$1.03M	Sell	12,567 -1,220	-9%	-$98.6K	0.08%	63
2021 Q4	$1.08M	Buy	13,787 +5,500	+66%	+$423K	0.08%	66
2021 Q3	$651K	Hold	8,287	–	–	0.05%	73
2021 Q2	$644K	Buy	8,287 +212	+3%	+$17.1K	0.05%	77
2021 Q1	$636K	Sell	8,075 -4,745	-37%	-$368K	0.06%	71
2020 Q4	$952K	Sell	12,820 -5,155	-29%	-$354K	0.09%	54
2020 Q3	$1.12M	Sell	17,975 -340	-2%	-$19.8K	0.12%	51
2020 Q2	$1M	Sell	18,315 -660	-3%	-$34.7K	0.12%	52
2020 Q1	$866K	Sell	18,975 -160	-0.8%	-$11.1K	0.13%	52
2019 Q4	$1.64M	Buy	19,135 +160	+0.8%	+$13K	0.19%	53
2019 Q3	$1.51M	Sell	18,975 -1,000	-5%	-$73.4K	0.2%	52
2019 Q2	$1.41M	Sell	19,975 -1,600	-7%	-$114K	0.19%	51
2019 Q1	$1.44M	Sell	21,575 -138	-0.6%	-$8.98K	0.2%	52
2018 Q4	$1.36M	Sell	21,713 -2,800	-11%	-$189K	0.22%	53
2018 Q3	$1.8M	Sell	24,513 -562	-2%	-$40.5K	0.24%	53
2018 Q2	$1.71M	Hold	25,075	–	–	0.25%	51
2018 Q1	$1.5M	Sell	25,075 -98	-0.4%	-$5.93K	0.21%	56
2017 Q4	$1.53M	Sell	25,173 -3,992	-14%	-$226K	0.2%	67
2017 Q3	$1.57M	Sell	29,165 -2,043	-7%	-$106K	0.23%	63
2017 Q2	$1.57M	Hold	31,208	–	–	0.26%	65
2017 Q1	$1.62M	Buy	31,208 +465	+2%	+$24.6K	0.28%	65
2016 Q4	$1.7M	Sell	30,743 -9,000	-23%	-$467K	0.3%	65
2016 Q3	$1.95M	Hold	39,743	–	–	0.35%	63
2016 Q2	$2.02M	Sell	39,743 -970	-2%	-$46.9K	0.39%	59
2016 Q1	$1.9M	Buy	40,713 +39,118	+2,453%	+$1.69M	0.38%	58
2015 Q4	$65K	Hold	1,595	–	–	0.01%	146
2015 Q3	$62K	Buy	1,595 +400	+33%	+$15.3K	0.01%	148
2015 Q2	$43K	Hold	1,195	–	–	0.01%	184
2015 Q1	$45K	Hold	1,195	–	–	0.01%	178
2014 Q4	$47K	Sell	1,195 -962	-45%	-$37.3K	0.01%	193
2014 Q3	$82K	Buy	2,157 +962	+81%	+$35.9K	0.02%	124
2014 Q2	$45K	Hold	1,195	–	–	0.01%	153
2014 Q1	$43K	Hold	1,195	–	–	0.01%	160
2013 Q4	$43K	Hold	1,195	–	–	0.01%	158
2013 Q3	$38K	Hold	1,195	–	–	0.01%	146
2013 Q2	$41K	Buy	+1,195	New	+$41.1K	0.01%	143

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vigilant Capital Management's SYY Position: Q2 2023 in Review

Vigilant Capital Management held its Sysco (SYY) position steady in Q2 2023 at 6,267 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #96.

Vigilant Capital Management first reported a position in SYY in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.02M in Q2 2016. 1,424 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

Vigilant Capital Management held 6,267 shares of Sysco worth $465K as of Q2 2023.
Vigilant Capital Management left its Sysco share count unchanged in Q2 2023.
Sysco made up 0.03% of Vigilant Capital Management's portfolio in Q2 2023, its #96 holding.
Vigilant Capital Management first reported a position in Sysco in Q2 2013 and has held it in 41 quarters since.
Vigilant Capital Management's Sysco position peaked at $2.02M in Q2 2016.
1,424 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.