Zevin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$245K | – | 91 |
|
|
2022
Q1 | $245K | Hold |
3,000
| – | – | 0.05% | 77 |
|
|
2021
Q4 | $236K | Hold |
3,000
| – | – | 0.04% | 86 |
|
|
2021
Q3 | $236K | Hold |
3,000
| – | – | 0.05% | 91 |
|
|
2021
Q2 | $233K | Hold |
3,000
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $236K | Hold |
3,000
| – | – | 0.05% | 83 |
|
|
2020
Q4 | $223K | Buy |
+3,000
| New | +$206K | 0.05% | 81 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$257K | – | 91 |
|
|
2019
Q4 | $257K | Hold |
3,000
| – | – | 0.08% | 79 |
|
|
2019
Q3 | $238K | Hold |
3,000
| – | – | 0.08% | 87 |
|
|
2019
Q2 | $212K | Hold |
3,000
| – | – | 0.07% | 91 |
|
|
2019
Q1 | $200K | Buy |
+3,000
| New | +$195K | 0.07% | 89 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$220K | – | 100 |
|
|
2018
Q3 | $220K | Hold |
3,000
| – | – | 0.06% | 92 |
|
|
2018
Q2 | $205K | Buy |
+3,000
| New | +$192K | 0.06% | 98 |
|
|
2018
Q1 | – | Sell |
-5,400
| Closed | -$328K | – | 127 |
|
|
2017
Q4 | $328K | Hold |
5,400
| – | – | 0.07% | 106 |
|
|
2017
Q3 | $291K | Sell |
5,400
-9,000
| -63% | -$468K | 0.07% | 109 |
|
|
2017
Q2 | $725K | Hold |
14,400
| – | – | 0.18% | 72 |
|
|
2017
Q1 | $748K | Hold |
14,400
| – | – | 0.19% | 68 |
|
|
2016
Q4 | $797K | Hold |
14,400
| – | – | 0.21% | 69 |
|
|
2016
Q3 | $706K | Sell |
14,400
-5,000
| -26% | -$257K | 0.23% | 62 |
|
|
2016
Q2 | $984K | Hold |
19,400
| – | – | 0.27% | 61 |
|
|
2016
Q1 | $907K | Hold |
19,400
| – | – | 0.26% | 62 |
|
|
2015
Q4 | $795K | Hold |
19,400
| – | – | 0.21% | 73 |
|
|
2015
Q3 | $756K | Hold |
19,400
| – | – | 0.22% | 74 |
|
|
2015
Q2 | $700K | Hold |
19,400
| – | – | 0.19% | 79 |
|
|
2015
Q1 | $732K | Hold |
19,400
| – | – | 0.2% | 77 |
|
|
2014
Q4 | $770K | Hold |
19,400
| – | – | 0.22% | 77 |
|
|
2014
Q3 | $736K | Hold |
19,400
| – | – | 0.22% | 73 |
|
|
2014
Q2 | $727K | Hold |
19,400
| – | – | 0.21% | 72 |
|
|
2014
Q1 | $701K | Hold |
19,400
| – | – | 0.22% | 66 |
|
|
2013
Q4 | $700K | Hold |
19,400
| – | – | 0.2% | 71 |
|
|
2013
Q3 | $618K | Hold |
19,400
| – | – | 0.19% | 68 |
|
|
2013
Q2 | $663K | Buy |
+19,400
| New | +$668K | 0.23% | 66 |
|
Other funds holding SYY
TFM
Zevin Asset Management's SYY Position: Q2 2022 in Review
Zevin Asset Management sold out of Sysco (SYY) in Q2 2022, closing a stake of 3,000 shares — an estimated $245K sold.
Zevin Asset Management first reported a position in SYY in Q2 2013 and held it in 31 quarters. The position peaked at $984K in Q2 2016. 1,431 funds tracked by Wall St. Rank hold SYY as of Q2 2022.
- Zevin Asset Management reported no remaining Sysco position as of Q2 2022 after selling out during the quarter.
- Zevin Asset Management sold 3,000 Sysco shares in Q2 2022, an estimated $245K.
- Zevin Asset Management first reported a position in Sysco in Q2 2013 and held it in 31 quarters.
- Zevin Asset Management's Sysco position peaked at $984K in Q2 2016.
- 1,431 funds tracked by Wall St. Rank held Sysco as of Q2 2022.
Based on Zevin Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.