Advisory Research’s Stryker SYK Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-1,384	Closed	-$378K	–	468
2023 Q3	$378K	Buy	1,384 +23	+2%	+$6.59K	0.05%	324
2023 Q2	$415K	Buy	+1,361	New	+$393K	0.05%	321
2014 Q2	–	Sell	-859	Closed	-$70K	–	635
2014 Q1	$70K	Buy	+859	New	+$68.3K	﹤0.01%	526

Other funds holding SYK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Research's SYK Position: Q4 2023 in Review

Advisory Research sold out of Stryker (SYK) in Q4 2023, closing a stake of 1,384 shares — an estimated $378K sold.

Advisory Research first reported a position in SYK in Q1 2014 and held it in 3 quarters. The position peaked at $415K in Q2 2023. 1,884 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

Advisory Research reported no remaining Stryker position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,384 Stryker shares in Q4 2023, an estimated $378K.
Advisory Research first reported a position in Stryker in Q1 2014 and held it in 3 quarters.
Advisory Research's Stryker position peaked at $415K in Q2 2023.
1,884 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.