BerganKDV Wealth Management’s Stryker SYK Stock Holding History

BerganKDV 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	$3.36K	Sell	11 -12	-52%	-$3.47K	﹤0.01%	645
2023 Q1	$6.61K	Hold	23	–	–	﹤0.01%	657
2022 Q4	$5.65K	Hold	23	–	–	﹤0.01%	656
2022 Q3	$5K	Sell	23 -249	-92%	-$52.4K	﹤0.01%	695
2022 Q2	$54K	Buy	272 +4	+1%	+$940	0.01%	374
2022 Q1	$72K	Hold	268	–	–	0.01%	352
2021 Q4	$72K	Sell	268 -12	-4%	-$3.15K	0.01%	373
2021 Q3	$74K	Buy	280 +100	+56%	+$26.7K	0.01%	356
2021 Q2	$47K	Hold	180	–	–	0.01%	396
2021 Q1	$44K	Hold	180	–	–	0.01%	385
2020 Q4	$44K	Buy	180 +149	+481%	+$33.7K	0.01%	367
2020 Q3	$7K	Buy	31 +8	+35%	+$1.55K	﹤0.01%	555
2020 Q2	$4K	Buy	23 +5	+28%	+$922	﹤0.01%	671
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	695
2019 Q4	$4K	Buy	18 +6	+50%	+$1.25K	﹤0.01%	678
2019 Q3	$3K	Hold	12	–	–	﹤0.01%	614
2019 Q2	$3K	Hold	12	–	–	﹤0.01%	647
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	671
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	622
2018 Q3	$2K	Sell	12 -5	-29%	-$854	﹤0.01%	592
2018 Q2	$3K	Buy	+17	New	+$2.86K	﹤0.01%	592

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BerganKDV Wealth Management's SYK Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Stryker (SYK) stake by 52% in Q2 2023, selling an estimated $3.47K and leaving 11 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

BerganKDV Wealth Management first reported a position in SYK in Q2 2018 and has held it in 21 quarters since. The position peaked at $74K in Q3 2021. 1,786 funds tracked by Wall St. Rank hold SYK as of Q2 2023.

BerganKDV Wealth Management held 11 shares of Stryker worth $3.36K as of Q2 2023.
BerganKDV Wealth Management sold 12 Stryker shares in Q2 2023, an estimated $3.47K.
Stryker made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #645 holding.
BerganKDV Wealth Management first reported a position in Stryker in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Stryker position peaked at $74K in Q3 2021.
1,786 funds tracked by Wall St. Rank held Stryker as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.