Balboa Wealth Partners’s Stryker SYK Stock Holding History

Balboa Wealth Partners’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 Q4	–	Sell	-561	Closed	-$203K	–	385
2024 Q3	$203K	Buy	+561	New	+$194K	0.05%	265

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

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

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

Balboa Wealth Partners's SYK Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Stryker (SYK) in Q4 2024, closing a stake of 561 shares — an estimated $203K sold.

Balboa Wealth Partners first reported a position in SYK in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 2,196 funds tracked by Wall St. Rank hold SYK as of Q4 2024.

Balboa Wealth Partners reported no remaining Stryker position as of Q4 2024 after selling out during the quarter.
Balboa Wealth Partners sold 561 Stryker shares in Q4 2024, an estimated $203K.
Balboa Wealth Partners first reported a position in Stryker in Q3 2024 and held it in 1 quarter.
Balboa Wealth Partners's Stryker position peaked at $203K in Q3 2024.
2,196 funds tracked by Wall St. Rank held Stryker as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.