AWM
SYK icon

Aevitas Wealth Management’s Stryker SYK Stock Holding History

Aevitas 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
2022
Q4 		$2.12M Buy
8,666
+216
+3% +$49K 1.25% 21
2022
Q3 		$1.71M Buy
8,450
+11
+0.1% +$2.31K 1.29% 21
2022
Q2 		$1.68M Buy
8,439
+10
+0.1% +$2.35K 1.14% 25
2022
Q1 		$2.25M Sell
8,429
-732
-8% -$189K 1.38% 20
2021
Q4 		$2.45M Sell
9,161
-90
-1% -$23.6K 1.46% 15
2021
Q3 		$2.44M Sell
9,251
-90
-1% -$24.1K 1.56% 14
2021
Q2 		$2.43M Buy
9,341
+212
+2% +$54.2K 1.55% 15
2021
Q1 		$2.22M Buy
9,129
+11
+0.1% +$2.64K 1.55% 15
2020
Q4 		$2.23M Buy
9,118
+11
+0.1% +$2.49K 1.64% 12
2020
Q3 		$1.9M Buy
9,107
+11
+0.1% +$2.14K 1.56% 13
2020
Q2 		$1.64M Buy
9,096
+321
+4% +$59.2K 1.51% 16
2020
Q1 		$1.46M Buy
8,775
+7,002
+395% +$1.37M 1.64% 17
2019
Q4 		$372K Sell
1,773
-73
-4% -$15.2K 0.35% 75
2019
Q3 		$399K Buy
1,846
+2
+0.1% +$429 0.4% 70
2019
Q2 		$379K Buy
1,844
+2
+0.1% +$382 0.38% 75
2019
Q1 		$363K Buy
1,842
+201
+12% +$36.2K 0.32% 79
2018
Q4 		$257K Buy
1,641
+2
+0.1% +$335 0.26% 87
2018
Q3 		$291K Buy
1,639
+1
+0.1% +$171 0.26% 88
2018
Q2 		$277K Buy
1,638
+1
+0.1% +$168 0.27% 84
2018
Q1 		$263K Buy
1,637
+2
+0.1% +$322 0.26% 88
2017
Q4 		$253K Buy
+1,635
New +$249K 0.24% 92

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's SYK Position: Q4 2022 in Review

Aevitas Wealth Management increased its Stryker (SYK) stake by 2.6% in Q4 2022, buying an estimated $49K and bringing the position to 8,666 shares worth $2.12M. The position accounts for 1.25% of the portfolio, ranked #21.

Aevitas Wealth Management first reported a position in SYK in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.45M in Q4 2021. 1,651 funds tracked by Wall St. Rank hold SYK as of Q4 2022.

  • Aevitas Wealth Management held 8,666 shares of Stryker worth $2.12M as of Q4 2022.
  • Aevitas Wealth Management bought 216 Stryker shares in Q4 2022, an estimated $49K.
  • Stryker made up 1.25% of Aevitas Wealth Management's portfolio in Q4 2022, its #21 holding.
  • Aevitas Wealth Management first reported a position in Stryker in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Stryker position peaked at $2.45M in Q4 2021.
  • 1,651 funds tracked by Wall St. Rank held Stryker as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.