Westwood Holdings Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,502
| Closed | -$344K | – | 503 |
|
|
2024
Q4 | $344K | Hold |
4,502
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $351K | Buy |
+4,502
| New | +$338K | ﹤0.01% | 425 |
|
|
2023
Q3 | – | Sell |
-4,230
| Closed | -$314K | – | 495 |
|
|
2023
Q2 | $314K | Sell |
4,230
-1,806
| -30% | -$134K | ﹤0.01% | 435 |
|
|
2023
Q1 | $466K | Sell |
6,036
-191,137
| -97% | -$14.7M | ﹤0.01% | 403 |
|
|
2022
Q4 | $15.1M | Buy |
197,173
+1,574
| +0.8% | +$127K | 0.13% | 167 |
|
|
2022
Q3 | $13.8M | Sell |
195,599
-60
| -0% | -$5K | 0.16% | 144 |
|
|
2022
Q2 | $16.6M | Sell |
195,659
-3,823
| -2% | -$320K | 0.18% | 146 |
|
|
2022
Q1 | $16.3M | Buy |
199,482
+13,892
| +7% | +$1.12M | 0.15% | 159 |
|
|
2021
Q4 | $14.6M | Buy |
185,590
+5,527
| +3% | +$425K | 0.13% | 170 |
|
|
2021
Q3 | $14.1M | Sell |
180,063
-1,299
| -0.7% | -$99.1K | 0.15% | 170 |
|
|
2021
Q2 | $14.1M | Buy |
181,362
+6,095
| +3% | +$492K | 0.14% | 170 |
|
|
2021
Q1 | $13.8M | Buy |
175,267
+11,388
| +7% | +$883K | 0.14% | 191 |
|
|
2020
Q4 | $12.2M | Buy |
163,879
+51,140
| +45% | +$3.52M | 0.14% | 177 |
|
|
2020
Q3 | $7.01M | Buy |
+112,739
| New | +$6.56M | 0.09% | 217 |
|
|
2020
Q1 | – | Sell |
-2,701
| Closed | -$231K | – | 503 |
|
|
2019
Q4 | $231K | Buy |
+2,701
| New | +$219K | ﹤0.01% | 437 |
|
|
2016
Q2 | – | Sell |
-1,025
| Closed | -$48K | – | 414 |
|
|
2016
Q1 | $48K | Buy |
+1,025
| New | +$44.2K | ﹤0.01% | 376 |
|
|
2015
Q2 | – | Sell |
-83,750
| Closed | -$3.16M | – | 367 |
|
|
2015
Q1 | $3.16M | Hold |
83,750
| – | – | 0.02% | 263 |
|
|
2014
Q4 | $3.32M | Hold |
83,750
| – | – | 0.03% | 263 |
|
|
2014
Q3 | $3.18M | Hold |
83,750
| – | – | 0.03% | 264 |
|
|
2014
Q2 | $3.14M | Buy |
83,750
+6,000
| +8% | +$220K | 0.02% | 250 |
|
|
2014
Q1 | $2.81M | Buy |
77,750
+38,950
| +100% | +$1.4M | 0.02% | 253 |
|
|
2013
Q4 | $1.4M | Hold |
38,800
| – | – | 0.01% | 267 |
|
|
2013
Q3 | $1.24M | Hold |
38,800
| – | – | 0.01% | 290 |
|
|
2013
Q2 | $1.32M | Buy |
+38,800
| New | +$1.34M | 0.01% | 285 |
|
Other funds holding SYY
