Heritage Wealth Management (Arizona)’s Stryker SYK Stock Holding History

Heritage Wealth Management (Arizona)’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	$1.91M	Sell	5,620 -626	-10%	-$212K	1.06%	18
2024 Q1	$2.24M	Sell	6,246 -184	-3%	-$61.9K	1.14%	19
2023 Q4	$1.93M	Buy	+6,430	New	+$1.8M	1.04%	20
2022 Q4	$4.81M	Buy	19,677 +10,619	+117%	+$2.41M	0.69%	29
2022 Q3	$1.83M	Buy	9,058 +179	+2%	+$37.7K	0.59%	35
2022 Q2	$1.77M	Sell	8,879 -93	-1%	-$21.8K	0.59%	36
2022 Q1	$2.4M	Buy	+8,972	New	+$2.32M	0.65%	30
2021 Q3	$1.64M	Buy	6,222 +866	+16%	+$232K	0.58%	32
2021 Q2	$1.39M	Buy	+5,356	New	+$1.37M	0.53%	37

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SYK Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Stryker (SYK) stake by 10% in Q2 2024, selling an estimated $212K and leaving 5,620 shares worth $1.91M. The position accounts for 1.06% of the portfolio, ranked #18.

Heritage Wealth Management (Arizona) first reported a position in SYK in Q2 2021 and has held it in 9 quarters since. The position peaked at $4.81M in Q4 2022. 1,987 funds tracked by Wall St. Rank hold SYK as of Q2 2024.

Heritage Wealth Management (Arizona) held 5,620 shares of Stryker worth $1.91M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 626 Stryker shares in Q2 2024, an estimated $212K.
Stryker made up 1.06% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #18 holding.
Heritage Wealth Management (Arizona) first reported a position in Stryker in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Stryker position peaked at $4.81M in Q4 2022.
1,987 funds tracked by Wall St. Rank held Stryker as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.