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Chartwell Investment Partners’s Stryker SYK Stock Holding History

Chartwell Investment 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
2024
Q3 		$12.4M Buy
34,263
+1,722
+5% +$594K 0.42% 60
2024
Q2 		$11.1M Buy
32,541
+12
+0% +$4.07K 0.39% 76
2024
Q1 		$11.6M Buy
32,529
+10,590
+48% +$3.56M 0.4% 70
2023
Q4 		$6.57M Buy
21,939
+2,351
+12% +$660K 0.23% 155
2023
Q3 		$5.35M Sell
19,588
-571
-3% -$164K 0.21% 179
2023
Q2 		$6.15M Buy
20,159
+3,383
+20% +$977K 0.22% 169
2023
Q1 		$4.79M Buy
16,776
+31
+0.2% +$8.22K 0.18% 187
2022
Q4 		$4.09M Sell
16,745
-36
-0.2% -$8.17K 0.16% 206
2022
Q3 		$3.4M Sell
16,781
-154
-0.9% -$32.4K 0.14% 224
2022
Q2 		$3.37M Hold
16,935
– – 0.14% 230
2022
Q1 		$4.53M Buy
+16,935
New +$4.38M 0.15% 210
2020
Q1 		– Sell
-3,879
Closed -$814K – 425
2019
Q4 		$814K Buy
+3,879
New +$805K 0.03% 368
2019
Q1 		– Sell
-7,054
Closed -$1.11M – 461
2018
Q4 		$1.11M Sell
7,054
-3,684
-34% -$616K 0.04% 397
2018
Q3 		$1.91M Buy
10,738
+2,391
+29% +$408K 0.06% 394
2018
Q2 		$1.41M Buy
+8,347
New +$1.4M 0.04% 423

Other funds holding SYK

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 $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's SYK Position: Q3 2024 in Review

Chartwell Investment Partners increased its Stryker (SYK) stake by 5.3% in Q3 2024, buying an estimated $594K and bringing the position to 34,263 shares worth $12.4M. The position accounts for 0.42% of the portfolio, ranked #60.

Chartwell Investment Partners first reported a position in SYK in Q2 2018 and has held it in 15 quarters since. 2,033 funds tracked by Wall St. Rank hold SYK as of Q3 2024.

  • Chartwell Investment Partners held 34,263 shares of Stryker worth $12.4M as of Q3 2024.
  • Chartwell Investment Partners bought 1,722 Stryker shares in Q3 2024, an estimated $594K.
  • Stryker made up 0.42% of Chartwell Investment Partners's portfolio in Q3 2024, its #60 holding.
  • Chartwell Investment Partners first reported a position in Stryker in Q2 2018 and has held it in 15 quarters since.
  • 2,033 funds tracked by Wall St. Rank held Stryker as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.