Consilium Wealth Advisory’s Stryker SYK Stock Holding History

Consilium Wealth Advisory’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 Q4	–	Sell	-1,418	Closed	-$512K	–	95
2024 Q3	$512K	Buy	+1,418	New	+$489K	0.28%	57

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Consilium Wealth Advisory's SYK Position: Q4 2024 in Review

Consilium Wealth Advisory sold out of Stryker (SYK) in Q4 2024, closing a stake of 1,418 shares — an estimated $512K sold.

Consilium Wealth Advisory first reported a position in SYK in Q3 2024 and held it in 1 quarter. The position peaked at $512K in Q3 2024. 2,196 funds tracked by Wall St. Rank hold SYK as of Q4 2024.

Consilium Wealth Advisory reported no remaining Stryker position as of Q4 2024 after selling out during the quarter.
Consilium Wealth Advisory sold 1,418 Stryker shares in Q4 2024, an estimated $512K.
Consilium Wealth Advisory first reported a position in Stryker in Q3 2024 and held it in 1 quarter.
Consilium Wealth Advisory's Stryker position peaked at $512K in Q3 2024.
2,196 funds tracked by Wall St. Rank held Stryker as of Q4 2024.

Based on Consilium Wealth Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.