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Curi Wealth Management’s Stryker SYK Stock Holding History

Curi Wealth 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
-171
Closed -$34K – 631
2022
Q2 		$34K Sell
171
-3
-2% -$705 0.01% 257
2022
Q1 		$46K Sell
174
-30
-15% -$7.76K 0.01% 225
2021
Q4 		$54K Buy
+204
New +$53.5K 0.01% 185
2021
Q1 		– Sell
-119
Closed -$29K – 435
2020
Q4 		$29K Buy
+119
New +$27K 0.02% 185

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
GT
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 $3.37T AUM 44.26% 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

Curi Wealth Management's SYK Position: Q3 2022 in Review

Curi Wealth Management sold out of Stryker (SYK) in Q3 2022, closing a stake of 171 shares — an estimated $34K sold.

Curi Wealth Management first reported a position in SYK in Q4 2020 and held it in 4 quarters. The position peaked at $54K in Q4 2021. 1,531 funds tracked by Wall St. Rank hold SYK as of Q3 2022.

  • Curi Wealth Management reported no remaining Stryker position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 171 Stryker shares in Q3 2022, an estimated $34K.
  • Curi Wealth Management first reported a position in Stryker in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Stryker position peaked at $54K in Q4 2021.
  • 1,531 funds tracked by Wall St. Rank held Stryker as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.