YL
SYY icon

YCG LLC’s Sysco SYY Stock Holding History

YCG LLC’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
-3,500
Closed -$275K – 45
2021
Q3 		$275K Hold
3,500
– – 0.03% 44
2021
Q2 		$272K Hold
3,500
– – 0.03% 41
2021
Q1 		$276K Hold
3,500
– – 0.03% 43
2020
Q4 		$260K Hold
3,500
– – 0.03% 42
2020
Q3 		$218K Buy
+3,500
New +$204K 0.03% 41
2020
Q2 		– Sell
-15,933
Closed -$727K – 43
2020
Q1 		$727K Buy
15,933
+12,433
+355% +$860K 0.12% 37
2019
Q4 		$299K Hold
3,500
– – 0.04% 37
2019
Q3 		$278K Hold
3,500
– – 0.04% 36
2019
Q2 		$248K Buy
+3,500
New +$249K 0.04% 38
2015
Q3 		– Sell
-2,000
Closed -$72K – 62
2015
Q2 		$72K Sell
2,000
-12,570
-86% -$470K 0.02% 47
2015
Q1 		$550K Sell
14,570
-27,830
-66% -$1.1M 0.17% 36
2014
Q4 		$1.68M Buy
42,400
+1,500
+4% +$58.2K 0.53% 28
2014
Q3 		$1.55M Sell
40,900
-216,914
-84% -$8.1M 0.54% 28
2014
Q2 		$9.65M Sell
257,814
-20,712
-7% -$761K 3.53% 13
2014
Q1 		$10.1M Buy
278,526
+8,379
+3% +$301K 4.11% 8
2013
Q4 		$9.75M Sell
270,147
-32,785
-11% -$1.11M 4.1% 7
2013
Q3 		$8.95M Sell
302,932
-8,120
-3% -$272K 4.03% 8
2013
Q2 		$10.6M Buy
+311,052
New +$10.7M 4.89% 7

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

YCG LLC's SYY Position: Q4 2021 in Review

YCG LLC sold out of Sysco (SYY) in Q4 2021, closing a stake of 3,500 shares — an estimated $275K sold.

YCG LLC first reported a position in SYY in Q2 2013 and held it in 18 quarters. The position peaked at $10.6M in Q2 2013. 1,384 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • YCG LLC reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • YCG LLC sold 3,500 Sysco shares in Q4 2021, an estimated $275K.
  • YCG LLC first reported a position in Sysco in Q2 2013 and held it in 18 quarters.
  • YCG LLC's Sysco position peaked at $10.6M in Q2 2013.
  • 1,384 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on YCG LLC's 13F filing for Q4 2021, filed 14 Feb 2022.