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Baystate Wealth Management’s Stryker SYK Stock Holding History

Baystate 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
Q4 		$22.7M Buy
75,893
+5
+0% +$1.4K 1.67% 18
2023
Q3 		$20.7M Buy
75,888
+35
+0% +$10K 1.71% 18
2023
Q2 		$23.1M Buy
75,853
+81
+0.1% +$23.4K 1.9% 15
2023
Q1 		$21.6M Buy
75,772
+95
+0.1% +$25.2K 1.88% 15
2022
Q4 		$18.5M Buy
75,677
+98
+0.1% +$22.2K 1.69% 18
2022
Q3 		$15.3M Buy
75,579
+106
+0.1% +$22.3K 1.58% 16
2022
Q2 		$15M Sell
75,473
-14,813
-16% -$3.48M 1.46% 17
2022
Q1 		$24.1M Buy
90,286
+89
+0.1% +$23K 2.13% 15
2021
Q4 		$24.1M Buy
90,197
+226
+0.3% +$59.3K 2.18% 15
2021
Q3 		$23.7M Buy
89,971
+196
+0.2% +$52.4K 2.35% 15
2021
Q2 		$23.3M Buy
89,775
+266
+0.3% +$68K 2.31% 15
2021
Q1 		$21.8M Buy
89,509
+29,521
+49% +$7.08M 2.31% 15
2020
Q4 		$14.7M Buy
59,988
+58,777
+4,854% +$13.3M 1.67% 17
2020
Q3 		$252K Buy
1,211
+6
+0.5% +$1.17K 0.03% 104
2020
Q2 		$217K Buy
1,205
+2
+0.2% +$369 0.03% 109
2020
Q1 		$200K Buy
1,203
+2
+0.2% +$391 0.03% 104
2019
Q4 		$252K Sell
1,201
-20
-2% -$4.15K 0.03% 100
2019
Q3 		$264K Buy
1,221
+2
+0.2% +$429 0.03% 95
2019
Q2 		$252K Buy
1,219
+2
+0.2% +$382 0.03% 98
2019
Q1 		$225K Buy
1,217
+142
+13% +$25.6K 0.03% 99
2018
Q4 		$180K Buy
1,075
+4
+0.4% +$669 0.03% 104
2018
Q3 		$183K Buy
1,071
+2
+0.2% +$341 0.03% 90
2018
Q2 		$185K Buy
1,069
+22
+2% +$3.7K 0.03% 92
2018
Q1 		$175K Sell
1,047
-92
-8% -$14.8K 0.03% 90
2017
Q4 		$185K Buy
1,139
+92
+9% +$14K 0.03% 91
2017
Q3 		$153K Sell
1,047
-20
-2% -$2.87K 0.03% 87
2017
Q2 		$155K Buy
1,067
+1
+0.1% +$137 0.03% 90
2017
Q1 		$139K Buy
1,066
+22
+2% +$2.78K 0.03% 100
2016
Q4 		$125K Buy
+1,044
New +$120K 0.02% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's SYK Position: Q4 2023 in Review

Baystate Wealth Management increased its Stryker (SYK) stake by 0.01% in Q4 2023, buying an estimated $1.4K and bringing the position to 75,893 shares worth $22.7M. The position accounts for 1.67% of the portfolio, ranked #18.

Baystate Wealth Management first reported a position in SYK in Q4 2016 and has held it in 29 quarters since. The position peaked at $24.1M in Q1 2022. 1,882 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

  • Baystate Wealth Management held 75,893 shares of Stryker worth $22.7M as of Q4 2023.
  • Baystate Wealth Management bought 5 Stryker shares in Q4 2023, an estimated $1.4K.
  • Stryker made up 1.67% of Baystate Wealth Management's portfolio in Q4 2023, its #18 holding.
  • Baystate Wealth Management first reported a position in Stryker in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Stryker position peaked at $24.1M in Q1 2022.
  • 1,882 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.