Alera Investment Advisors’s Stryker SYK Stock Holding History

Alera Investment Advisors’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	$212K	Sell	588 -26	-4%	-$8.97K	0.03%	265
2024 Q2	$209K	Buy	+614	New	+$208K	0.03%	253
2023 Q4	–	Sell	-3,430	Closed	-$937K	–	174
2023 Q3	$937K	Sell	3,430 -12	-0.3%	-$3.44K	0.15%	56
2023 Q2	$1.05M	Buy	3,442 +122	+4%	+$35.2K	0.23%	47
2023 Q1	$948K	Buy	3,320 +44	+1%	+$11.7K	0.22%	49
2022 Q4	$801K	Buy	3,276 +46	+1%	+$10.4K	0.19%	60
2022 Q3	$654K	Buy	3,230 +104	+3%	+$21.9K	0.19%	75
2022 Q2	$622K	Sell	3,126 -67	-2%	-$15.7K	0.17%	85
2022 Q1	$853K	Buy	+3,193	New	+$826K	0.2%	72
2019 Q2	–	Sell	-59	Closed	-$12K	–	883
2019 Q1	$12K	Sell	59 -64	-52%	-$11.5K	0.01%	428
2018 Q4	$19K	Buy	+123	New	+$20.6K	0.01%	298

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

Alera Investment Advisors's SYK Position: Q3 2024 in Review

Alera Investment Advisors reduced its Stryker (SYK) stake by 4.2% in Q3 2024, selling an estimated $8.97K and leaving 588 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #265.

Alera Investment Advisors first reported a position in SYK in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2023. 2,034 funds tracked by Wall St. Rank hold SYK as of Q3 2024.

Alera Investment Advisors held 588 shares of Stryker worth $212K as of Q3 2024.
Alera Investment Advisors sold 26 Stryker shares in Q3 2024, an estimated $8.97K.
Stryker made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #265 holding.
Alera Investment Advisors first reported a position in Stryker in Q4 2018 and has held it in 11 quarters since.
Alera Investment Advisors's Stryker position peaked at $1.05M in Q2 2023.
2,034 funds tracked by Wall St. Rank held Stryker as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.