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Bar Harbor Wealth Management’s Stryker SYK Stock Holding History

Bar Harbor 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
2023
Q2 		– Sell
-732
Closed -$209K – 259
2023
Q1 		$209K Buy
+732
New +$194K 0.02% 231
2022
Q2 		– Sell
-1,057
Closed -$283K – 275
2022
Q1 		$283K Sell
1,057
-113
-10% -$29.2K 0.03% 201
2021
Q4 		$313K Buy
1,170
+13
+1% +$3.41K 0.03% 192
2021
Q3 		$305K Hold
1,157
– – 0.03% 190
2021
Q2 		$301K Hold
1,157
– – 0.03% 197
2021
Q1 		$282K Sell
1,157
-107
-8% -$25.7K 0.03% 208
2020
Q4 		$310K Buy
1,264
+45
+4% +$10.2K 0.03% 196
2020
Q3 		$254K Sell
1,219
-300
-20% -$58.3K 0.03% 207
2020
Q2 		$274K Sell
1,519
-150
-9% -$27.7K 0.03% 194
2020
Q1 		$278K Sell
1,669
-1
-0.1% -$195 0.04% 199
2019
Q4 		$351K Sell
1,670
-550
-25% -$114K 0.04% 233
2019
Q3 		$480K Hold
2,220
– – 0.06% 202
2019
Q2 		$456K Buy
2,220
+70
+3% +$13.4K 0.05% 211
2019
Q1 		$425K Sell
2,150
-25
-1% -$4.5K 0.05% 210
2018
Q4 		$341K Sell
2,175
-126
-5% -$21.1K 0.05% 217
2018
Q3 		$409K Buy
2,301
+125
+6% +$21.3K 0.05% 218
2018
Q2 		$368K Buy
2,176
+220
+11% +$37K 0.04% 227
2018
Q1 		$314K Sell
1,956
-300
-13% -$48.3K 0.04% 243
2017
Q4 		$349K Hold
2,256
– – 0.04% 233
2017
Q3 		$321K Buy
2,256
+150
+7% +$21.5K 0.04% 239
2017
Q2 		$293K Sell
2,106
-50
-2% -$6.86K 0.04% 251
2017
Q1 		$284K Sell
2,156
-800
-27% -$101K 0.03% 264
2016
Q4 		$354K Buy
2,956
+100
+4% +$11.5K 0.04% 257
2016
Q3 		$332K Hold
2,856
– – 0.04% 259
2016
Q2 		$342K Buy
+2,856
New +$319K 0.04% 238

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bar Harbor Wealth Management's SYK Position: Q2 2023 in Review

Bar Harbor Wealth Management sold out of Stryker (SYK) in Q2 2023, closing a stake of 732 shares — an estimated $209K sold.

Bar Harbor Wealth Management first reported a position in SYK in Q2 2016 and held it in 25 quarters. The position peaked at $480K in Q3 2019. 1,787 funds tracked by Wall St. Rank hold SYK as of Q2 2023.

  • Bar Harbor Wealth Management reported no remaining Stryker position as of Q2 2023 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 732 Stryker shares in Q2 2023, an estimated $209K.
  • Bar Harbor Wealth Management first reported a position in Stryker in Q2 2016 and held it in 25 quarters.
  • Bar Harbor Wealth Management's Stryker position peaked at $480K in Q3 2019.
  • 1,787 funds tracked by Wall St. Rank held Stryker as of Q2 2023.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.