Beach Investment Counsel’s Stryker SYK Stock Holding History

Beach Investment Counsel’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
2025 Q1	$335K	Hold	900	–	–	0.05%	102
2024 Q4	$324K	Sell	900 -450	-33%	-$167K	0.04%	104
2024 Q3	$488K	Hold	1,350	–	–	0.06%	102
2024 Q2	$459K	Sell	1,350 -8,900	-87%	-$3.01M	0.06%	102
2024 Q1	$3.07M	Hold	10,250	–	–	0.38%	56
2023 Q4	$3.07M	Hold	10,250	–	–	0.38%	56
2023 Q3	$2.8M	Sell	10,250 -512	-5%	-$147K	0.35%	68
2023 Q2	$3.28M	Sell	10,762 -2,000	-16%	-$578K	0.39%	65
2023 Q1	$3.64M	Hold	12,762	–	–	0.49%	51
2022 Q4	$3.12M	Hold	12,762	–	–	0.39%	60
2022 Q3	$2.58M	Sell	12,762 -1,100	-8%	-$231K	0.37%	68
2022 Q2	$2.76M	Hold	13,862	–	–	0.35%	70
2022 Q1	$3.71M	Hold	13,862	–	–	0.39%	67
2021 Q4	$3.71M	Hold	13,862	–	–	0.49%	59
2021 Q3	$3.66M	Hold	13,862	–	–	0.35%	65
2021 Q2	$3.6M	Sell	13,862 -10,981	-44%	-$2.81M	0.32%	69
2021 Q1	$6.05M	Sell	24,843 -3,525	-12%	-$845K	0.54%	48
2020 Q4	$6.95M	Hold	28,368	–	–	0.66%	46
2020 Q3	$5.91M	Sell	28,368 -16,945	-37%	-$3.29M	0.7%	41
2020 Q2	$8.16M	Sell	45,313 -7,489	-14%	-$1.38M	1.09%	24
2020 Q1	$8.79M	Buy	52,802 +38,940	+281%	+$7.61M	1.47%	24
2019 Q4	$2.91M	Hold	13,862	–	–	0.32%	60
2019 Q3	$3M	Hold	13,862	–	–	0.34%	58
2019 Q2	$2.85M	Hold	13,862	–	–	0.33%	63
2019 Q1	$2.74M	Hold	13,862	–	–	0.31%	63
2018 Q4	$2.46M	Hold	13,862	–	–	0.3%	66
2018 Q3	$2.46M	Hold	13,862	–	–	0.24%	71
2018 Q2	$2.34M	Hold	13,862	–	–	0.24%	75
2018 Q1	$2.23M	Hold	13,862	–	–	0.23%	76
2017 Q4	$2.15M	Hold	13,862	–	–	0.21%	78
2017 Q3	$1.97M	Hold	13,862	–	–	0.21%	76
2017 Q2	$1.92M	Hold	13,862	–	–	0.2%	73
2017 Q1	$1.82M	Hold	13,862	–	–	0.2%	74
2016 Q4	$1.66M	Hold	13,862	–	–	0.19%	79
2016 Q3	$1.61M	Hold	13,862	–	–	0.18%	76
2016 Q2	$1.66M	Hold	13,862	–	–	0.2%	72
2016 Q1	$1.49M	Hold	13,862	–	–	0.17%	80
2015 Q4	$1.29M	Hold	13,862	–	–	0.15%	93
2015 Q3	$1.3M	Hold	13,862	–	–	0.16%	87
2015 Q2	$1.32M	Buy	13,862 +450	+3%	+$42.6K	0.13%	98
2015 Q1	$1.24M	Hold	13,412	–	–	0.11%	94
2014 Q4	$1.26M	Hold	13,412	–	–	0.11%	94
2014 Q3	$1.08M	Hold	13,412	–	–	0.1%	98
2014 Q2	$1.13M	Hold	13,412	–	–	0.1%	103
2014 Q1	$1.09M	Hold	13,412	–	–	0.1%	100
2013 Q4	$1.01M	Hold	13,412	–	–	0.09%	105
2013 Q3	$907K	Hold	13,412	–	–	0.1%	106
2013 Q2	$867K	Buy	+13,412	New	+$890K	0.09%	99

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Beach Investment Counsel's SYK Position: Q1 2025 in Review

Beach Investment Counsel held its Stryker (SYK) position steady in Q1 2025 at 900 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #102.

Beach Investment Counsel first reported a position in SYK in Q2 2013 and has held it in 48 quarters since. The position peaked at $8.79M in Q1 2020. 2,231 funds tracked by Wall St. Rank hold SYK as of Q1 2025.

Beach Investment Counsel held 900 shares of Stryker worth $335K as of Q1 2025.
Beach Investment Counsel left its Stryker share count unchanged in Q1 2025.
Stryker made up 0.05% of Beach Investment Counsel's portfolio in Q1 2025, its #102 holding.
Beach Investment Counsel first reported a position in Stryker in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's Stryker position peaked at $8.79M in Q1 2020.
2,231 funds tracked by Wall St. Rank held Stryker as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.