Winfield Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,400
| Closed | -$464K | – | 128 |
|
|
2018
Q4 | $464K | Hold |
7,400
| – | – | 0.28% | 69 |
|
|
2018
Q3 | $542K | Hold |
7,400
| – | – | 0.27% | 71 |
|
|
2018
Q2 | $505K | Sell |
7,400
-300
| -4% | -$20.5K | 0.27% | 74 |
|
|
2018
Q1 | $462K | Sell |
7,700
-100
| -1% | -$6K | 0.25% | 80 |
|
|
2017
Q4 | $474K | Hold |
7,800
| – | – | 0.24% | 82 |
|
|
2017
Q3 | $421K | Hold |
7,800
| – | – | 0.22% | 88 |
|
|
2017
Q2 | $393K | Hold |
7,800
| – | – | 0.22% | 84 |
|
|
2017
Q1 | $405K | Hold |
7,800
| – | – | 0.23% | 81 |
|
|
2016
Q4 | $432K | Hold |
7,800
| – | – | 0.27% | 79 |
|
|
2016
Q3 | $382K | Buy |
7,800
+100
| +1% | +$4.9K | 0.24% | 85 |
|
|
2016
Q2 | $391K | Buy |
7,700
+850
| +12% | +$43.2K | 0.25% | 82 |
|
|
2016
Q1 | $320K | Buy |
6,850
+6,150
| +879% | +$287K | 0.22% | 84 |
|
|
2015
Q4 | $29K | Buy |
+700
| New | +$29K | 0.02% | 192 |
|