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Heritage Trust’s Stryker SYK Stock Holding History

Heritage Trust’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
2019
Q1 		– Sell
-35
Closed -$5K – 386
2018
Q4 		$5K Hold
35
– – ﹤0.01% 358
2018
Q3 		$6K Hold
35
– – ﹤0.01% 362
2018
Q2 		$6K Hold
35
– – ﹤0.01% 341
2018
Q1 		$6K Hold
35
– – ﹤0.01% 318
2017
Q4 		$5K Hold
35
– – ﹤0.01% 327
2017
Q3 		$5K Hold
35
– – ﹤0.01% 329
2017
Q2 		$5K Buy
+35
New +$4.8K ﹤0.01% 274

Other funds holding SYK

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Heritage Trust's SYK Position: Q1 2019 in Review

Heritage Trust sold out of Stryker (SYK) in Q1 2019, closing a stake of 35 shares — an estimated $5K sold.

Heritage Trust first reported a position in SYK in Q2 2017 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 1,312 funds tracked by Wall St. Rank hold SYK as of Q1 2019.

  • Heritage Trust reported no remaining Stryker position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 35 Stryker shares in Q1 2019, an estimated $5K.
  • Heritage Trust first reported a position in Stryker in Q2 2017 and held it in 7 quarters.
  • Heritage Trust's Stryker position peaked at $6K in Q3 2018.
  • 1,312 funds tracked by Wall St. Rank held Stryker as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.