Whitegate Investment Counselors’s Sysco SYY Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-3,300	Closed	-$259K	–	195
2021 Q3	$259K	Hold	3,300	–	–	0.04%	201
2021 Q2	$257K	Hold	3,300	–	–	0.04%	198
2021 Q1	$260K	Hold	3,300	–	–	0.04%	190
2020 Q4	$245K	Hold	3,300	–	–	0.04%	188
2020 Q3	$205K	Buy	+3,300	New	+$192K	0.04%	189
2020 Q1	–	Sell	-3,300	Closed	-$282K	–	200
2019 Q4	$282K	Hold	3,300	–	–	0.05%	172
2019 Q3	$262K	Hold	3,300	–	–	0.05%	173
2019 Q2	$233K	Hold	3,300	–	–	0.05%	179
2019 Q1	$220K	Sell	3,300 -700	-18%	-$45.5K	0.05%	183
2018 Q4	$251K	Buy	+4,000	New	+$270K	0.06%	165
2018 Q3	–	Sell	-4,600	Closed	-$314K	–	187
2018 Q2	$314K	Hold	4,600	–	–	0.06%	154
2018 Q1	$276K	Hold	4,600	–	–	0.06%	162
2017 Q4	$279K	Hold	4,600	–	–	0.06%	158
2017 Q3	$248K	Hold	4,600	–	–	0.05%	164
2017 Q2	$232K	Hold	4,600	–	–	0.05%	164
2017 Q1	$239K	Hold	4,600	–	–	0.06%	160
2016 Q4	$255K	Hold	4,600	–	–	0.07%	144
2016 Q3	$225K	Hold	4,600	–	–	0.06%	148
2016 Q2	$233K	Buy	+4,600	New	+$223K	0.06%	137
2014 Q1	$215K	Buy	+4,600	New	+$165K	0.06%	141

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Whitegate Investment Counselors's SYY Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Sysco (SYY) in Q4 2021, closing a stake of 3,300 shares — an estimated $259K sold.

Whitegate Investment Counselors first reported a position in SYY in Q1 2014 and held it in 20 quarters. The position peaked at $314K in Q2 2018. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

Whitegate Investment Counselors reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 3,300 Sysco shares in Q4 2021, an estimated $259K.
Whitegate Investment Counselors first reported a position in Sysco in Q1 2014 and held it in 20 quarters.
Whitegate Investment Counselors's Sysco position peaked at $314K in Q2 2018.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.