Balasa Dinverno & Foltz’s Stryker SYK Stock Holding History

Balasa Dinverno & Foltz’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 Q3	$222K	Buy	1,097 +71	+7%	+$14.9K	0.01%	311
2022 Q2	$204K	Buy	1,026 +8	+0.8%	+$1.88K	0.01%	323
2022 Q1	$272K	Buy	1,018 +2	+0.2%	+$518	0.02%	285
2021 Q4	$272K	Sell	1,016 -57	-5%	-$15K	0.02%	284
2021 Q3	$283K	Buy	1,073 +80	+8%	+$21.4K	0.02%	266
2021 Q2	$258K	Hold	993	–	–	0.02%	284
2021 Q1	$242K	Buy	993 +77	+8%	+$18.5K	0.02%	273
2020 Q4	$224K	Buy	+916	New	+$207K	0.02%	270
2019 Q4	–	Sell	-1,086	Closed	-$235K	–	275
2019 Q3	$235K	Buy	+1,086	New	+$233K	0.03%	223

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Balasa Dinverno & Foltz's SYK Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Stryker (SYK) stake by 6.9% in Q3 2022, buying an estimated $14.9K and bringing the position to 1,097 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #311.

Balasa Dinverno & Foltz first reported a position in SYK in Q3 2019 and has held it in 9 quarters since. The position peaked at $283K in Q3 2021. 1,532 funds tracked by Wall St. Rank hold SYK as of Q3 2022.

Balasa Dinverno & Foltz held 1,097 shares of Stryker worth $222K as of Q3 2022.
Balasa Dinverno & Foltz bought 71 Stryker shares in Q3 2022, an estimated $14.9K.
Stryker made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #311 holding.
Balasa Dinverno & Foltz first reported a position in Stryker in Q3 2019 and has held it in 9 quarters since.
Balasa Dinverno & Foltz's Stryker position peaked at $283K in Q3 2021.
1,532 funds tracked by Wall St. Rank held Stryker as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.