Wilbanks Smith & Thomas Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $634K | Hold |
7,810
| – | – | 0.02% | 308 |
|
|
2023
Q4 | $571K | Sell |
7,810
-378
| -5% | -$26.1K | 0.02% | 314 |
|
|
2023
Q3 | $541K | Buy |
8,188
+133
| +2% | +$9.56K | 0.02% | 299 |
|
|
2023
Q2 | $598K | Sell |
8,055
-62
| -0.8% | -$4.58K | 0.02% | 286 |
|
|
2023
Q1 | $627K | Buy |
8,117
+672
| +9% | +$51.6K | 0.02% | 270 |
|
|
2022
Q4 | $569K | Hold |
7,445
| – | – | 0.02% | 288 |
|
|
2022
Q3 | $526K | Hold |
7,445
| – | – | 0.02% | 281 |
|
|
2022
Q2 | $631K | Buy |
7,445
+62
| +0.8% | +$5.19K | 0.03% | 266 |
|
|
2022
Q1 | $633K | Buy |
7,383
+328
| +5% | +$26.5K | 0.03% | 271 |
|
|
2021
Q4 | $554K | Sell |
7,055
-69
| -1% | -$5.31K | 0.02% | 313 |
|
|
2021
Q3 | $559K | Sell |
7,124
-26
| -0.4% | -$1.98K | 0.02% | 291 |
|
|
2021
Q2 | $556K | Hold |
7,150
| – | – | 0.02% | 294 |
|
|
2021
Q1 | $563K | Sell |
7,150
-145
| -2% | -$11.2K | 0.02% | 271 |
|
|
2020
Q4 | $542K | Sell |
7,295
-373
| -5% | -$25.6K | 0.03% | 251 |
|
|
2020
Q3 | $477K | Sell |
7,668
-175
| -2% | -$10.2K | 0.03% | 247 |
|
|
2020
Q2 | $429K | Sell |
7,843
-153
| -2% | -$8.04K | 0.03% | 258 |
|
|
2020
Q1 | $365K | Sell |
7,996
-4,383
| -35% | -$303K | 0.03% | 258 |
|
|
2019
Q4 | $1.06M | Sell |
12,379
-7
| -0.1% | -$567 | 0.06% | 169 |
|
|
2019
Q3 | $983K | Sell |
12,386
-883
| -7% | -$64.8K | 0.06% | 171 |
|
|
2019
Q2 | $938K | Sell |
13,269
-105
| -0.8% | -$7.47K | 0.06% | 176 |
|
|
2019
Q1 | $893K | Buy |
13,374
+1
| +0% | +$65 | 0.06% | 177 |
|
|
2018
Q4 | $838K | Sell |
13,373
-2
| -0% | -$135 | 0.06% | 159 |
|
|
2018
Q3 | $980K | Buy |
13,375
+53
| +0.4% | +$3.82K | 0.06% | 169 |
|
|
2018
Q2 | $910K | Buy |
13,322
+95
| +0.7% | +$6.07K | 0.07% | 142 |
|
|
2018
Q1 | $793K | Sell |
13,227
-547
| -4% | -$33.1K | 0.06% | 152 |
|
|
2017
Q4 | $836K | Buy |
13,774
+7
| +0.1% | +$397 | 0.07% | 151 |
|
|
2017
Q3 | $743K | Hold |
13,767
| – | – | 0.06% | 159 |
|
|
2017
Q2 | $693K | Hold |
13,767
| – | – | 0.06% | 161 |
|
|
2017
Q1 | $715K | Sell |
13,767
-944
| -6% | -$50K | 0.06% | 156 |
|
|
2016
Q4 | $815K | Sell |
14,711
-245
| -2% | -$12.7K | 0.07% | 140 |
|
|
2016
Q3 | $733K | Hold |
14,956
| – | – | 0.07% | 144 |
|
|
2016
Q2 | $759K | Buy |
14,956
+510
| +4% | +$24.7K | 0.08% | 146 |
|
|
2016
Q1 | $675K | Buy |
14,446
+3
| +0% | +$129 | 0.08% | 143 |
|
|
2015
Q4 | $592K | Buy |
14,443
+201
| +1% | +$8.24K | 0.06% | 153 |
|
|
2015
Q3 | $555K | Buy |
14,242
+1,048
| +8% | +$40K | 0.08% | 140 |
|
|
2015
Q2 | $476K | Buy |
13,194
+1,517
| +13% | +$56.8K | 0.05% | 179 |
|
|
2015
Q1 | $441K | Hold |
11,677
| – | – | 0.04% | 182 |
|
|
2014
Q4 | $463K | Buy |
11,677
+238
| +2% | +$9.23K | 0.05% | 180 |
|
|
2014
Q3 | $434K | Sell |
11,439
-33
| -0.3% | -$1.23K | 0.05% | 175 |
|
|
2014
Q2 | $430K | Hold |
11,472
| – | – | 0.05% | 181 |
|
|
2014
Q1 | $414K | Hold |
11,472
| – | – | 0.05% | 183 |
|
|
2013
Q4 | $414K | Sell |
11,472
-8,662
| -43% | -$293K | 0.05% | 184 |
|
|
2013
Q3 | $641K | Buy |
20,134
+2,550
| +15% | +$85.6K | 0.09% | 136 |
|
|
2013
Q2 | $601K | Buy |
+17,584
| New | +$605K | 0.09% | 132 |
|
Other funds holding SYY
Wilbanks Smith & Thomas Asset Management's SYY Position: Q1 2024 in Review
Wilbanks Smith & Thomas Asset Management held its Sysco (SYY) position steady in Q1 2024 at 7,810 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #308.
Wilbanks Smith & Thomas Asset Management first reported a position in SYY in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.06M in Q4 2019. 1,476 funds tracked by Wall St. Rank hold SYY as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management held 7,810 shares of Sysco worth $634K as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management left its Sysco share count unchanged in Q1 2024.
- Sysco made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #308 holding.
- Wilbanks Smith & Thomas Asset Management first reported a position in Sysco in Q2 2013 and has held it in 44 quarters since.
- Wilbanks Smith & Thomas Asset Management's Sysco position peaked at $1.06M in Q4 2019.
- 1,476 funds tracked by Wall St. Rank held Sysco as of Q1 2024.
Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.