Cassady Schiller Wealth Management’s Stryker SYK Stock Holding History

Cassady Schiller 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
2024 Q4	$10.8K	Buy	30 +24	+400%	+$8.89K	﹤0.01%	334
2024 Q3	$2.17K	Hold	6	–	–	﹤0.01%	389
2024 Q2	$2.04K	Hold	6	–	–	﹤0.01%	396
2024 Q1	$2.15K	Buy	+6	New	+$2.02K	﹤0.01%	421
2023 Q1	–	Sell	-12	Closed	-$2.93K	–	487
2022 Q4	$2.93K	Buy	+12	New	+$2.72K	﹤0.01%	396
2022 Q1	–	Sell	-102	Closed	-$27K	–	539
2021 Q4	$27K	Buy	+102	New	+$26.8K	0.02%	251

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cassady Schiller Wealth Management's SYK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Stryker (SYK) stake by 400% in Q4 2024, buying an estimated $8.89K and bringing the position to 30 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Cassady Schiller Wealth Management first reported a position in SYK in Q4 2021 and has held it in 6 quarters since. The position peaked at $27K in Q4 2021. 2,195 funds tracked by Wall St. Rank hold SYK as of Q4 2024.

Cassady Schiller Wealth Management held 30 shares of Stryker worth $10.8K as of Q4 2024.
Cassady Schiller Wealth Management bought 24 Stryker shares in Q4 2024, an estimated $8.89K.
Stryker made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #334 holding.
Cassady Schiller Wealth Management first reported a position in Stryker in Q4 2021 and has held it in 6 quarters since.
Cassady Schiller Wealth Management's Stryker position peaked at $27K in Q4 2021.
2,195 funds tracked by Wall St. Rank held Stryker as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.