CAZ Investments’s Stryker SYK Stock Holding History

CAZ Investments’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 Q1	–	Sell	-5,200	Closed	-$1.27M	–	49
2022 Q4	$1.27M	Hold	5,200	–	–	2.28%	8
2022 Q3	$1.05M	Hold	5,200	–	–	4.42%	7
2022 Q2	$1.03M	Hold	5,200	–	–	3.17%	8
2022 Q1	$1.39M	Hold	5,200	–	–	0.79%	12
2021 Q4	$1.39M	Hold	5,200	–	–	0.8%	6
2021 Q3	$1.37M	Hold	5,200	–	–	0.49%	14
2021 Q2	$1.35M	Sell	5,200 -3,600	-41%	-$921K	0.44%	15
2021 Q1	$2.14M	Hold	8,800	–	–	0.95%	14
2020 Q4	$2.16M	Hold	8,800	–	–	0.91%	15
2020 Q3	$1.83M	Hold	8,800	–	–	2.38%	10
2020 Q2	$1.59M	Buy	8,800 +7,700	+700%	+$1.42M	1.49%	21
2020 Q1	$183K	Buy	+1,100	New	+$215K	0.47%	35
2019 Q1	–	Sell	-5,260	Closed	-$825K	–	41
2018 Q4	$825K	Hold	5,260	–	–	2.41%	16
2018 Q3	$935K	Hold	5,260	–	–	2.55%	16
2018 Q2	$888K	Hold	5,260	–	–	2.44%	13
2018 Q1	$846K	Hold	5,260	–	–	1.63%	15
2017 Q4	$814K	Hold	5,260	–	–	1.82%	18
2017 Q3	$747K	Sell	5,260 -4,630	-47%	-$664K	0.91%	22
2017 Q2	$1.37M	Sell	9,890 -2,130	-18%	-$292K	1.11%	13
2017 Q1	$1.58M	Sell	12,020 -1,250	-9%	-$158K	1.23%	13
2016 Q4	$1.59M	Hold	13,270	–	–	1.87%	9
2016 Q3	$1.54M	Sell	13,270 -1,260	-9%	-$147K	1.16%	12
2016 Q2	$1.74M	Hold	14,530	–	–	1.85%	9
2016 Q1	$1.56M	Sell	14,530 -420	-3%	-$41.4K	2.36%	10
2015 Q4	$1.39M	Buy	14,950 +1,500	+11%	+$144K	1.94%	13
2015 Q3	$1.27M	Sell	13,450 -1,960	-13%	-$194K	1.02%	10
2015 Q2	$1.47M	Buy	+15,410	New	+$1.46M	0.77%	22

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 $10.2B AUM 2.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

CAZ Investments's SYK Position: Q1 2023 in Review

CAZ Investments sold out of Stryker (SYK) in Q1 2023, closing a stake of 5,200 shares — an estimated $1.27M sold.

CAZ Investments first reported a position in SYK in Q2 2015 and held it in 27 quarters. The position peaked at $2.16M in Q4 2020. 1,702 funds tracked by Wall St. Rank hold SYK as of Q1 2023.

CAZ Investments reported no remaining Stryker position as of Q1 2023 after selling out during the quarter.
CAZ Investments sold 5,200 Stryker shares in Q1 2023, an estimated $1.27M.
CAZ Investments first reported a position in Stryker in Q2 2015 and held it in 27 quarters.
CAZ Investments's Stryker position peaked at $2.16M in Q4 2020.
1,702 funds tracked by Wall St. Rank held Stryker as of Q1 2023.

Based on CAZ Investments's 13F filing for Q1 2023, filed 15 May 2023.