9258 Wealth Management’s Stryker SYK Stock Holding History

9258 Wealth Management’s Portfolio SYK Stock Details SYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$430K	Sell	1,189 -465	-28%	-$161K	0.06%	223
2024 Q2	$563K	Hold	1,654	–	–	0.09%	176
2024 Q1	$592K	Buy	1,654 +6	+0.4%	+$2.02K	0.09%	176
2023 Q4	$494K	Hold	1,648	–	–	0.09%	181
2023 Q3	$450K	Hold	1,648	–	–	0.09%	186
2023 Q2	$503K	Hold	1,648	–	–	0.09%	181
2023 Q1	$470K	Hold	1,648	–	–	0.1%	183
2022 Q4	$403K	Sell	1,648 -179	-10%	-$40.6K	0.09%	204
2022 Q3	$370K	Sell	1,827 -233	-11%	-$49K	0.09%	204
2022 Q2	$410K	Sell	2,060 -18	-0.9%	-$4.23K	0.11%	200
2022 Q1	$556K	Buy	2,078 +282	+16%	+$73K	0.13%	174
2021 Q4	$480K	Buy	1,796 +72	+4%	+$18.9K	0.11%	201
2021 Q3	$455K	Sell	1,724 -6	-0.3%	-$1.6K	0.12%	186
2021 Q2	$449K	Buy	1,730 +40	+2%	+$10.2K	0.12%	192
2021 Q1	$412K	Sell	1,690 -45	-3%	-$10.8K	0.12%	180
2020 Q4	$425K	Buy	1,735 +31	+2%	+$7.02K	0.14%	168
2020 Q3	$344K	Hold	1,704	–	–	0.13%	184
2020 Q2	$307K	Hold	1,704	–	–	0.12%	197
2020 Q1	$327K	Hold	1,704	–	–	0.14%	173
2019 Q4	$358K	Buy	+1,704	New	+$354K	0.13%	195

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's SYK Position: Q3 2024 in Review

9258 Wealth Management reduced its Stryker (SYK) stake by 28% in Q3 2024, selling an estimated $161K and leaving 1,189 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #223.

9258 Wealth Management first reported a position in SYK in Q4 2019 and has held it in 20 quarters since. The position peaked at $592K in Q1 2024. 2,033 funds tracked by Wall St. Rank hold SYK as of Q3 2024.

9258 Wealth Management held 1,189 shares of Stryker worth $430K as of Q3 2024.
9258 Wealth Management sold 465 Stryker shares in Q3 2024, an estimated $161K.
Stryker made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #223 holding.
9258 Wealth Management first reported a position in Stryker in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's Stryker position peaked at $592K in Q1 2024.
2,033 funds tracked by Wall St. Rank held Stryker as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.