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BMS Financial Advisors’s Stryker SYK Stock Holding History

BMS Financial Advisors’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 		$432K Sell
1,417
-717
-34% -$207K 0.28% 58
2023
Q1 		$609K Buy
2,134
+65
+3% +$17.2K 0.42% 50
2022
Q4 		$506K Sell
2,069
-104
-5% -$23.6K 0.34% 54
2022
Q3 		$440K Buy
2,173
+39
+2% +$8.2K 0.31% 66
2022
Q2 		$425K Buy
2,134
+216
+11% +$50.7K 0.28% 66
2022
Q1 		$513K Sell
1,918
-1,028
-35% -$266K 0.33% 64
2021
Q4 		$788K Buy
+2,946
New +$773K 0.5% 32

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 $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMS Financial Advisors's SYK Position: Q2 2023 in Review

BMS Financial Advisors reduced its Stryker (SYK) stake by 34% in Q2 2023, selling an estimated $207K and leaving 1,417 shares worth $432K. The position accounts for 0.28% of the portfolio, ranked #58.

BMS Financial Advisors first reported a position in SYK in Q4 2021 and has held it in 7 quarters since. The position peaked at $788K in Q4 2021. 1,785 funds tracked by Wall St. Rank hold SYK as of Q2 2023.

  • BMS Financial Advisors held 1,417 shares of Stryker worth $432K as of Q2 2023.
  • BMS Financial Advisors sold 717 Stryker shares in Q2 2023, an estimated $207K.
  • Stryker made up 0.28% of BMS Financial Advisors's portfolio in Q2 2023, its #58 holding.
  • BMS Financial Advisors first reported a position in Stryker in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Stryker position peaked at $788K in Q4 2021.
  • 1,785 funds tracked by Wall St. Rank held Stryker as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.