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Castle Rock Wealth Management’s Stryker SYK Stock Holding History

Castle Rock 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
2020
Q1 		– Sell
-2,851
Closed -$622K – 181
2019
Q4 		$622K Buy
2,851
+358
+14% +$74.3K 0.56% 72
2019
Q3 		$495K Buy
2,493
+7
+0.3% +$1.5K 0.51% 70
2019
Q2 		$508K Buy
+2,486
New +$475K 0.56% 67
2018
Q4 		– Sell
-2,296
Closed -$383K – 93
2018
Q3 		$383K Sell
2,296
-864
-27% -$147K 0.61% 60
2018
Q2 		$534K Buy
3,160
+1,065
+51% +$179K 0.73% 41
2018
Q1 		$337K Buy
2,095
+776
+59% +$125K 0.56% 67
2017
Q4 		$204K Buy
+1,319
New +$201K 0.4% 98

Other funds holding SYK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $10.2B AUM 2.09% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Castle Rock Wealth Management's SYK Position: Q1 2020 in Review

Castle Rock Wealth Management sold out of Stryker (SYK) in Q1 2020, closing a stake of 2,851 shares — an estimated $622K sold.

Castle Rock Wealth Management first reported a position in SYK in Q4 2017 and held it in 7 quarters. The position peaked at $622K in Q4 2019. 1,355 funds tracked by Wall St. Rank hold SYK as of Q1 2020.

  • Castle Rock Wealth Management reported no remaining Stryker position as of Q1 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 2,851 Stryker shares in Q1 2020, an estimated $622K.
  • Castle Rock Wealth Management first reported a position in Stryker in Q4 2017 and held it in 7 quarters.
  • Castle Rock Wealth Management's Stryker position peaked at $622K in Q4 2019.
  • 1,355 funds tracked by Wall St. Rank held Stryker as of Q1 2020.

Based on Castle Rock Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.