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Charter Oak Capital Management’s Stryker SYK Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-254
Closed -$50K – 791
2022
Q2 		$50K Buy
254
+1
+0.4% +$235 0.01% 330
2022
Q1 		$68K Hold
253
– – 0.01% 308
2021
Q4 		$68K Buy
253
+1
+0.4% +$262 0.01% 308
2021
Q3 		$67K Hold
252
– – 0.01% 290
2021
Q2 		$65K Hold
252
– – 0.01% 288
2021
Q1 		$61K Buy
252
+1
+0.4% +$240 0.01% 297
2020
Q4 		$62K Buy
+251
New +$56.9K 0.01% 271

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Charter Oak Capital Management's SYK Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Stryker (SYK) in Q3 2022, closing a stake of 254 shares — an estimated $50K sold.

Charter Oak Capital Management first reported a position in SYK in Q4 2020 and held it in 7 quarters. The position peaked at $68K in Q1 2022. 1,532 funds tracked by Wall St. Rank hold SYK as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Stryker position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 254 Stryker shares in Q3 2022, an estimated $50K.
  • Charter Oak Capital Management first reported a position in Stryker in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Stryker position peaked at $68K in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held Stryker as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.