Wharton Business Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-14,370
| Closed | -$542K | – | 142 |
|
2015
Q1 | $542K | Sell |
14,370
-26,295
| -65% | -$992K | 0.04% | 110 |
|
2014
Q4 | $1.61M | Sell |
40,665
-32,920
| -45% | -$1.31M | 0.13% | 80 |
|
2014
Q3 | $2.79M | Sell |
73,585
-40,913
| -36% | -$1.55M | 0.25% | 73 |
|
2014
Q2 | $4.29M | Sell |
114,498
-107,481
| -48% | -$4.03M | 0.47% | 56 |
|
2014
Q1 | $8.02M | Buy |
221,979
+158,296
| +249% | +$5.72M | 0.65% | 45 |
|
2013
Q4 | $2.3M | Buy |
63,683
+5,570
| +10% | +$201K | 0.19% | 82 |
|
2013
Q3 | $1.85M | Buy |
58,113
+13,875
| +31% | +$442K | 0.16% | 86 |
|
2013
Q2 | $1.51M | Buy |
+44,238
| New | +$1.51M | 0.13% | 92 |
|