HWMA
SYK icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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 $1.47T 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