Heron Financial Group’s Stryker SYK Stock Holding History

Heron Financial Group’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
2023 Q2	$236K	Hold	775	–	–	0.13%	127
2023 Q1	$221K	Sell	775 -134	-15%	-$35.6K	0.12%	129
2022 Q4	$227K	Buy	+909	New	+$206K	0.15%	113
2022 Q2	–	Sell	-909	Closed	-$243K	–	155
2022 Q1	$243K	Hold	909	–	–	0.13%	127
2021 Q4	$226K	Sell	909 -45	-5%	-$11.8K	0.12%	130
2021 Q3	$252K	Hold	954	–	–	0.14%	120
2021 Q2	$248K	Hold	954	–	–	0.14%	123
2021 Q1	$232K	Hold	954	–	–	0.14%	125
2020 Q4	$233K	Hold	954	–	–	0.16%	123
2020 Q3	$204K	Buy	+954	New	+$185K	0.16%	120
2020 Q1	–	Sell	-972	Closed	-$212K	–	130
2019 Q4	$212K	Buy	+972	New	+$202K	0.18%	124

Other funds holding SYK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heron Financial Group's SYK Position: Q2 2023 in Review

Heron Financial Group held its Stryker (SYK) position steady in Q2 2023 at 775 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #127.

Heron Financial Group first reported a position in SYK in Q4 2019 and has held it in 11 quarters since. The position peaked at $252K in Q3 2021. 1,785 funds tracked by Wall St. Rank hold SYK as of Q2 2023.

Heron Financial Group held 775 shares of Stryker worth $236K as of Q2 2023.
Heron Financial Group left its Stryker share count unchanged in Q2 2023.
Stryker made up 0.13% of Heron Financial Group's portfolio in Q2 2023, its #127 holding.
Heron Financial Group first reported a position in Stryker in Q4 2019 and has held it in 11 quarters since.
Heron Financial Group's Stryker position peaked at $252K in Q3 2021.
1,785 funds tracked by Wall St. Rank held Stryker as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.