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Hefty Wealth Partners’s Stryker SYK Stock Holding History

Hefty Wealth 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
2018
Q1 		$133K Hold
829
– – 0.09% 98
2017
Q4 		$128K Hold
829
– – 0.08% 96
2017
Q3 		$118K Hold
829
– – 0.08% 95
2017
Q2 		$115K Sell
829
-829
-50% -$114K 0.08% 88
2017
Q1 		$218K Hold
1,658
– – 0.16% 76
2016
Q4 		$198K Hold
1,658
– – 0.17% 72
2016
Q3 		$193K Buy
+1,658
New +$193K 0.15% 83

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $10.2B AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Hefty Wealth Partners's SYK Position: Q1 2018 in Review

Hefty Wealth Partners held its Stryker (SYK) position steady in Q1 2018 at 829 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #98.

Hefty Wealth Partners first reported a position in SYK in Q3 2016 and has held it in 7 quarters since. The position peaked at $218K in Q1 2017. 1,148 funds tracked by Wall St. Rank hold SYK as of Q1 2018.

  • Hefty Wealth Partners held 829 shares of Stryker worth $133K as of Q1 2018.
  • Hefty Wealth Partners left its Stryker share count unchanged in Q1 2018.
  • Stryker made up 0.09% of Hefty Wealth Partners's portfolio in Q1 2018, its #98 holding.
  • Hefty Wealth Partners first reported a position in Stryker in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Stryker position peaked at $218K in Q1 2017.
  • 1,148 funds tracked by Wall St. Rank held Stryker as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.