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Delap Wealth Advisory’s Stryker SYK Stock Holding History

Delap 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
Q2 		– Sell
-599
Closed -$214K – 265
2024
Q1 		$214K Sell
599
-107
-15% -$36K 0.09% 227
2023
Q4 		$211K Buy
+706
New +$198K 0.1% 89

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's SYK Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Stryker (SYK) in Q2 2024, closing a stake of 599 shares — an estimated $214K sold.

Delap Wealth Advisory first reported a position in SYK in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q1 2024. 1,984 funds tracked by Wall St. Rank hold SYK as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Stryker position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 599 Stryker shares in Q2 2024, an estimated $214K.
  • Delap Wealth Advisory first reported a position in Stryker in Q4 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's Stryker position peaked at $214K in Q1 2024.
  • 1,984 funds tracked by Wall St. Rank held Stryker as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.