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User

Andrew R. Adams

Mairs & Power Growth Fund

Mairs & Power Growth Fund Sysco Corp stake

total: 96

Mairs & Power Growth Fund SYY trades

Total transactions:
11
New positions:
1
Sold out:
1
Added:
2
Reduced:
7
Held since:
2020 Q1
Held for:
19 quarters
Latest activity:
2024 Q4
According to 2026 Q2 report, Mairs & Power Growth Fund doesn't hold any Sysco Corp (SYY) shares. To date, the estimated cost basis is nearly $63.09 for "buy" trades and estimated average "sell" price is $76.42. Mairs & Power Growth Fund first purchased SYY in 2020 Q1, initially acquiring 650,000 shares. Since the initial investment in Sysco Corp (SYY), Mairs & Power Growth Fund has made 10 more transactions.

When did Mairs & Power Growth Fund sell Sysco Corp (SYY)?

Mairs & Power Growth Fund sold off the entire Sysco Corp (SYY) position in 2024 Q4.

When did Mairs & Power Growth Fund buy Sysco Corp (SYY)?

Mairs & Power Growth Fund first invested in Sysco Corp (SYY) in 2020 Q1 at the reported quarter-end price of $45.63 per share.

What's the cost basis of Mairs & Power Growth Fund's SYY stake?

The estimated cost basis for Sysco Corp (SYY) stake is around $63.09 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$63.09
Weighted AVG sell price:
$76.42

Mairs & Power Growth Fund's historical trades in Sysco Corp

11 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q4
0.00%
0
$78.06
-100% (-180,000)
-0.25%
2024 Q3
0.25%
180,000
$78.06
$14,050,800
-67.57% (-375,000)
-0.53%
2024 Q2
0.71%
555,000
$71.39
$39,621,450
-16.67% (-111,000)
-0.14%
2024 Q1
0.99%
666,000
$81.18
$54,065,880
-16.96% (-136,000)
-0.22%
2022 Q3
1.34%
802,000
$70.71
$56,709,420
-15.31% (-145,000)
-0.23%
2022 Q2
1.79%
947,000
$84.71
$80,220,370
-9.81% (-103,000)
-0.16%
2021 Q4
1.39%
1,050,000
$78.55
$82,477,500
+76.47% (+455,000)
+0.6%
2021 Q3
0.85%
595,000
$78.50
$46,707,500
+88.89% (+280,000)
+0.4%
2020 Q4
0.48%
$74.26
-49.60% (-310,000)
2020 Q3
0.89%
$62.22
-3.85% (-25,000)
2020 Q1
0.82%
$45.63
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.