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Homrich & Berg’s Stryker SYK Stock Holding History

Homrich & Berg’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
2021
Q3 		$640K Sell
2,425
-89
-4% -$23.8K 0.01% 269
2021
Q2 		$653K Buy
2,514
+1,284
+104% +$328K 0.02% 265
2021
Q1 		$300K Sell
1,230
-177
-13% -$42.4K 0.01% 339
2020
Q4 		$345K Buy
1,407
+151
+12% +$34.2K 0.01% 304
2020
Q3 		$262K Sell
1,256
-90
-7% -$17.5K 0.01% 284
2020
Q2 		$243K Buy
+1,346
New +$248K 0.01% 273
2015
Q4 		– Sell
-2,494
Closed -$235K – 273
2015
Q3 		$235K Hold
2,494
– – 0.02% 227
2015
Q2 		$238K Buy
2,494
+255
+11% +$24.2K 0.02% 231
2015
Q1 		$207K Hold
2,239
– – 0.02% 238
2014
Q4 		$211K Buy
+2,239
New +$199K 0.02% 220

Other funds holding SYK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Homrich & Berg's SYK Position: Q3 2021 in Review

Homrich & Berg reduced its Stryker (SYK) stake by 3.5% in Q3 2021, selling an estimated $23.8K and leaving 2,425 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #269.

Homrich & Berg first reported a position in SYK in Q4 2014 and has held it in 10 quarters since. The position peaked at $653K in Q2 2021. 1,556 funds tracked by Wall St. Rank hold SYK as of Q3 2021.

  • Homrich & Berg held 2,425 shares of Stryker worth $640K as of Q3 2021.
  • Homrich & Berg sold 89 Stryker shares in Q3 2021, an estimated $23.8K.
  • Stryker made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #269 holding.
  • Homrich & Berg first reported a position in Stryker in Q4 2014 and has held it in 10 quarters since.
  • Homrich & Berg's Stryker position peaked at $653K in Q2 2021.
  • 1,556 funds tracked by Wall St. Rank held Stryker as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.