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Compass Financial Advisors’s Stryker SYK Stock Holding History

Compass Financial Advisors’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
Q2 		– Sell
-2,030
Closed -$579K – 99
2023
Q1 		$579K Sell
2,030
-72
-3% -$19.1K 0.73% 48
2022
Q4 		$514K Hold
2,102
– – 0.69% 49
2022
Q3 		$426K Hold
2,102
– – 0.63% 57
2022
Q2 		$418K Hold
2,102
– – 0.57% 58
2022
Q1 		$562K Hold
2,102
– – 0.62% 53
2021
Q4 		$562K Buy
+2,102
New +$552K 0.62% 62

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Compass Financial Advisors's SYK Position: Q2 2023 in Review

Compass Financial Advisors sold out of Stryker (SYK) in Q2 2023, closing a stake of 2,030 shares — an estimated $579K sold.

Compass Financial Advisors first reported a position in SYK in Q4 2021 and held it in 6 quarters. The position peaked at $579K in Q1 2023. 1,785 funds tracked by Wall St. Rank hold SYK as of Q2 2023.

  • Compass Financial Advisors reported no remaining Stryker position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 2,030 Stryker shares in Q2 2023, an estimated $579K.
  • Compass Financial Advisors first reported a position in Stryker in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Stryker position peaked at $579K in Q1 2023.
  • 1,785 funds tracked by Wall St. Rank held Stryker as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.