Waverton Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-12,731
| Closed | -$763K | – | 78 |
|
|
2018
Q1 | $763K | Buy |
12,731
+905
| +8% | +$54.2K | 0.04% | 66 |
|
|
2017
Q4 | $718K | Hold |
11,826
| – | – | 0.04% | 69 |
|
|
2017
Q3 | $638K | Sell |
11,826
-1,016
| -8% | -$54.8K | 0.04% | 68 |
|
|
2017
Q2 | $646K | Buy |
12,842
+428
| +3% | +$21.5K | 0.04% | 67 |
|
|
2017
Q1 | $645K | Sell |
12,414
-58
| -0.5% | -$3.01K | 0.04% | 86 |
|
|
2016
Q4 | $691K | Buy |
+12,472
| New | +$691K | 0.05% | 94 |
|