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Caliber Wealth Management (Utah)’s Stryker SYK Stock Holding History

Caliber Wealth Management (Utah)’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
2024
Q1 		$2.1M Buy
5,878
+131
+2% +$44.1K 1.12% 41
2023
Q4 		$1.72M Buy
5,747
+162
+3% +$45.5K 1.01% 42
2023
Q3 		$1.53M Buy
5,585
+340
+6% +$97.5K 1.03% 44
2023
Q2 		$1.6M Buy
5,245
+10
+0.2% +$2.89K 1.07% 41
2023
Q1 		$1.49M Buy
5,235
+1,067
+26% +$283K 1.12% 41
2022
Q4 		$1.02M Sell
4,168
-2,305
-36% -$523K 0.78% 48
2022
Q3 		$1.31M Sell
6,473
-83
-1% -$17.5K 1.04% 44
2022
Q2 		$1.3M Buy
6,556
+277
+4% +$65.1K 1.01% 45
2022
Q1 		$1.68M Buy
6,279
+638
+11% +$165K 1.07% 45
2021
Q4 		$1.5M Buy
5,641
+841
+18% +$221K 1.04% 44
2021
Q3 		$1.26M Buy
4,800
+203
+4% +$54.3K 0.89% 49
2021
Q2 		$1.19M Buy
4,597
+206
+5% +$52.7K 0.85% 48
2021
Q1 		$1.07M Buy
4,391
+474
+12% +$114K 0.78% 46
2020
Q4 		$960K Buy
+3,917
New +$887K 0.94% 46

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caliber Wealth Management (Utah)'s SYK Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Stryker (SYK) stake by 2.3% in Q1 2024, buying an estimated $44.1K and bringing the position to 5,878 shares worth $2.1M. The position accounts for 1.12% of the portfolio, ranked #41.

Caliber Wealth Management (Utah) first reported a position in SYK in Q4 2020 and has held it in 14 quarters since. 1,988 funds tracked by Wall St. Rank hold SYK as of Q1 2024.

  • Caliber Wealth Management (Utah) held 5,878 shares of Stryker worth $2.1M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 131 Stryker shares in Q1 2024, an estimated $44.1K.
  • Stryker made up 1.12% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #41 holding.
  • Caliber Wealth Management (Utah) first reported a position in Stryker in Q4 2020 and has held it in 14 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Stryker as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.