Charles Carroll Financial Partners’s Stryker SYK Stock Holding History

Charles Carroll Financial Partners’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 Q4	$1.36M	Buy	4,530 +760	+20%	+$213K	1.46%	22
2023 Q3	$1.03M	Buy	3,770 +220	+6%	+$63.1K	1.28%	21
2023 Q2	$1.08M	Buy	3,550 +35	+1%	+$10.1K	1.38%	19
2023 Q1	$1M	Buy	3,515 +150	+4%	+$39.8K	1.54%	16
2022 Q4	$823K	Sell	3,365 -120	-3%	-$27.2K	1.27%	17
2022 Q3	$706K	Sell	3,485 -7,475	-68%	-$1.57M	1.14%	19
2022 Q2	$2.18M	Sell	10,960 -705	-6%	-$166K	2.85%	12
2022 Q1	$3.12M	Buy	11,665 +1,160	+11%	+$300K	3.23%	10
2021 Q4	$2.81M	Buy	+10,505	New	+$2.76M	2.79%	12

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Carroll Financial Partners's SYK Position: Q4 2023 in Review

Charles Carroll Financial Partners increased its Stryker (SYK) stake by 20% in Q4 2023, buying an estimated $213K and bringing the position to 4,530 shares worth $1.36M. The position accounts for 1.46% of the portfolio, ranked #22.

Charles Carroll Financial Partners first reported a position in SYK in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.12M in Q1 2022. 1,883 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

Charles Carroll Financial Partners held 4,530 shares of Stryker worth $1.36M as of Q4 2023.
Charles Carroll Financial Partners bought 760 Stryker shares in Q4 2023, an estimated $213K.
Stryker made up 1.46% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #22 holding.
Charles Carroll Financial Partners first reported a position in Stryker in Q4 2021 and has held it in 9 quarters since.
Charles Carroll Financial Partners's Stryker position peaked at $3.12M in Q1 2022.
1,883 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.