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Kaizen Advisory’s Stryker SYK Stock Holding History

Kaizen Advisory’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
2018
Q4 		$132K Buy
842
+90
+12% +$15.1K 0.09% 191
2018
Q3 		$134K Hold
752
– – 0.07% 198
2018
Q2 		$127K Buy
752
+442
+143% +$74.3K 0.06% 202
2018
Q1 		$50K Hold
310
– – 0.05% 198
2017
Q4 		$48K Buy
+310
New +$47.3K 0.03% 202

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 $10.4B AUM 0.97% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's SYK Position: Q4 2018 in Review

Kaizen Advisory increased its Stryker (SYK) stake by 12% in Q4 2018, buying an estimated $15.1K and bringing the position to 842 shares worth $132K. The position accounts for 0.09% of the portfolio, ranked #191.

Kaizen Advisory first reported a position in SYK in Q4 2017 and has held it in 5 quarters since. The position peaked at $134K in Q3 2018. 1,268 funds tracked by Wall St. Rank hold SYK as of Q4 2018.

  • Kaizen Advisory held 842 shares of Stryker worth $132K as of Q4 2018.
  • Kaizen Advisory bought 90 Stryker shares in Q4 2018, an estimated $15.1K.
  • Stryker made up 0.09% of Kaizen Advisory's portfolio in Q4 2018, its #191 holding.
  • Kaizen Advisory first reported a position in Stryker in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Stryker position peaked at $134K in Q3 2018.
  • 1,268 funds tracked by Wall St. Rank held Stryker as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.