Cape Ann Savings Bank’s Stryker SYK Stock Holding History

Cape Ann Savings Bank’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
2026 Q2	$745K	Sell	2,365 -115	-5%	-$36.2K	0.35%	60
2026 Q1	$815K	Sell	2,480 -140	-5%	-$50.3K	0.41%	50
2025 Q4	$921K	Sell	2,620 -5	-0.2%	-$1.82K	0.47%	47
2025 Q3	$970K	Buy	2,625 +14	+0.5%	+$5.41K	0.52%	46
2025 Q2	$1.03M	Buy	2,611 +165	+7%	+$61.7K	0.62%	42
2025 Q1	$911K	Buy	2,446 +100	+4%	+$38.1K	0.57%	42
2024 Q4	$845K	Buy	2,346 +220	+10%	+$81.5K	0.5%	46
2024 Q3	$768K	Buy	2,126 +206	+11%	+$71.1K	0.45%	50
2024 Q2	$653K	Buy	1,920 +689	+56%	+$233K	0.41%	54
2024 Q1	$441K	Buy	+1,231	New	+$414K	0.28%	63
2021 Q4	–	Sell	-775	Closed	-$204K	–	91
2021 Q3	$204K	Sell	775 -2,871	-79%	-$768K	0.13%	85
2021 Q2	$947K	Sell	3,646 -1,075	-23%	-$275K	0.6%	40
2021 Q1	$1.15M	Sell	4,721 -125	-3%	-$30K	0.82%	33
2020 Q4	$1.19M	Buy	+4,846	New	+$1.1M	0.86%	35
2020 Q2	$858K	Buy	+4,762	New	+$878K	0.73%	38
2019 Q3	$438K	Buy	2,028 +898	+79%	+$193K	0.51%	46
2019 Q2	$232K	Buy	+1,130	New	+$216K	0.27%	66

Other funds holding SYK

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

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cape Ann Savings Bank's SYK Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Stryker (SYK) stake by 4.6% in Q2 2026, selling an estimated $36.2K and leaving 2,365 shares worth $745K. The position accounts for 0.35% of the portfolio, ranked #60.

Cape Ann Savings Bank first reported a position in SYK in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2020. 1,325 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Cape Ann Savings Bank held 2,365 shares of Stryker worth $745K as of Q2 2026.
Cape Ann Savings Bank sold 115 Stryker shares in Q2 2026, an estimated $36.2K.
Stryker made up 0.35% of Cape Ann Savings Bank's portfolio in Q2 2026, its #60 holding.
Cape Ann Savings Bank first reported a position in Stryker in Q2 2019 and has held it in 17 quarters since.
Cape Ann Savings Bank's Stryker position peaked at $1.19M in Q4 2020.
1,325 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.